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
$126M
AUM Growth
+$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$569K
3
+$436K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$384K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$369K

Top Sells

1
+$371K
2
+$135K
3
+$103K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$77.8K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$51.5K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 14.25%
147,329
+6,343
2
$15.3M 12.19%
283,005
-6,852
3
$13.2M 10.5%
115,462
+3,357
4
$10M 7.97%
250,142
+9,229
5
$9.96M 7.93%
253,126
+14,464
6
$9.48M 7.55%
197,139
-1,070
7
$9.48M 7.54%
163,324
+71
8
$6.58M 5.23%
226,203
+14,995
9
$6.47M 5.15%
680,430
+18,258
10
$6.09M 4.85%
56,182
-1,243
11
$4.59M 3.66%
40,340
-683
12
$3.87M 3.08%
161,627
+824
13
$3.71M 2.96%
248,656
+7,024
14
$2.51M 1.99%
90,266
+960
15
$1.71M 1.36%
72,147
-1,892
16
$1.29M 1.03%
49,858
+720
17
$1.2M 0.96%
14,658
+620
18
$778K 0.62%
5,913
-781
19
$665K 0.53%
70,926
+774
20
$565K 0.45%
27,730
-782
21
$268K 0.21%
+2,561