SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.73M
3
+$6.94M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.18M

Top Sells

1
+$13M
2
+$9.24M
3
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.12M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.01%
10,674
+133
127
$206K 0.01%
9,985
+137
128
– –
-55,040
129
– –
-26,934
130
– –
-19,470
131
– –
-38,948
132
– –
-15,498
133
– –
-6,308
2 3 4 5
6