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
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.9M
3
+$12.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.76M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.72M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 13.95%
+140,986
2
$14.9M 12.75%
+289,857
3
$12.7M 10.88%
+112,105
4
$8.76M 7.51%
+163,253
5
$8.72M 7.48%
+238,662
6
$8.62M 7.39%
+240,913
7
$8.42M 7.22%
+198,209
8
$6.21M 5.32%
+57,425
9
$6.02M 5.16%
+662,172
10
$5.97M 5.12%
+211,208
11
$4.52M 3.88%
+41,023
12
$3.5M 3%
+160,803
13
$3.37M 2.89%
+241,632
14
$2.46M 2.11%
+89,306
15
$1.74M 1.49%
+74,039
16
$1.27M 1.09%
+49,138
17
$1.16M 0.99%
+14,038
18
$833K 0.71%
+6,694
19
$628K 0.54%
+70,152
20
$586K 0.5%
+28,512