SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
-1.96%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.76B
AUM Growth
+$2.76B
(+0.29%)
Cap. Flow
+$81.3M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
65.22%
Holding
129
New
11
Increased
80
Reduced
32
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.88M |
| 2 |
iShares Russell Top 200 Value ETF
IWX
|
$7.31M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$7.23M |
| 4 |
iShares Core High Dividend ETF
HDV
|
$5.01M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$4.22M |
Sector Composition
| 1 | Technology | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
iShares Core High Dividend ETF
HDV
$11.7B
| – | – |
-42,779
| Closed | -$5.01M |
|
127
iShares Investment Grade Systematic Bond ETF
IGEB
$1.33B
| – | – |
-27,095
| Closed | -$1.26M |
|
|
128
iShares Russell Top 200 Value ETF
IWX
$2.81B
| – | – |
-90,236
| Closed | -$7.31M |
|
|
129
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| – | – |
-137,282
| Closed | -$7.23M |
|