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
$136M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.1M
3
+$937K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$870K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$652K

Top Sells

1
+$268K
2
+$75.4K
3
+$11.4K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.57K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 14.74%
160,927
+13,598
2
$16.2M 11.93%
292,388
+9,383
3
$14.2M 10.48%
125,128
+9,666
4
$11.3M 8.33%
274,232
+21,106
5
$11.1M 8.16%
273,266
+23,124
6
$10.3M 7.6%
169,481
+6,157
7
$10.1M 7.43%
202,679
+5,540
8
$7.28M 5.36%
248,458
+22,255
9
$6.72M 4.95%
689,634
+9,204
10
$6.54M 4.82%
59,614
+3,432
11
$4.9M 3.61%
42,764
+2,424
12
$4.05M 2.99%
163,148
+1,521
13
$4.02M 2.96%
252,866
+4,210
14
$2.56M 1.89%
93,128
+2,862
15
$1.8M 1.33%
74,379
+2,232
16
$1.37M 1.01%
16,499
+1,841
17
$1.23M 0.9%
46,970
-2,888
18
$796K 0.59%
5,894
-19
19
$690K 0.51%
71,664
+738
20
$560K 0.41%
27,178
-552
21
– –
-2,561