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
$209M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$4.47M
3
+$4.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.13M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.59M

Top Sells

1
+$11.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 11.57%
176,384
+5,339
2
$20.2M 9.66%
330,603
+38,180
3
$18M 8.59%
157,467
+21,721
4
$15.6M 7.46%
142,646
+73,622
5
$13.6M 6.48%
295,472
+12,651
6
$13.5M 6.46%
301,201
+15,825
7
$13.3M 6.36%
233,853
+30,980
8
$13M 6.24%
197,325
+26,737
9
$10.4M 4.96%
350,933
+83,663
10
$8.05M 3.85%
745,962
+68,976
11
$5.89M 2.82%
50,746
+7,034
12
$5.09M 2.43%
95,364
+83,772
13
$4.9M 2.34%
129,080
+111,570
14
$4.67M 2.23%
17,363
+15,361
15
$4.62M 2.21%
165,789
+9,838
16
$4.49M 2.15%
263,854
+15,534
17
$4.18M 2%
54,435
+46,679
18
$3.22M 1.54%
116,432
+18,552
19
$2.65M 1.26%
101,377
+89,881
20
$2.6M 1.24%
86,624
+76,239
21
$2.47M 1.18%
+45,254
22
$2.16M 1.03%
60,352
+52,359
23
$2.15M 1.03%
+24,637
24
$2.04M 0.98%
82,763
+7,723
25
$1.64M 0.79%
51,679
+42,529
1
2