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
$483M
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.31M
3
+$8.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.41M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.72M

Top Sells

1
+$11.8M
2
+$690K
3
+$279K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$142K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$117K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 13.97%
640,203
+215,359
2
$35.7M 7.38%
607,544
+158,431
3
$33.7M 6.98%
838,165
+221,230
4
$32.7M 6.76%
111,580
+28,728
5
$28.2M 5.83%
322,974
+77,050
6
$24.3M 5.04%
365,436
+2,149
7
$21.3M 4.4%
331,922
+40,586
8
$20.6M 4.25%
396,946
+59,169
9
$17.4M 3.61%
590,246
+174,526
10
$17.4M 3.6%
690,700
+178,468
11
$16M 3.31%
593,109
+127,270
12
$14.7M 3.04%
169,777
+47,401
13
$14M 2.91%
429,113
+141,146
14
$13.3M 2.76%
89,400
-4,622
15
$13.2M 2.74%
365,846
+19,011
16
$11.9M 2.47%
354,983
+102,024
17
$9.88M 2.04%
356,662
+1,188
18
$8.53M 1.76%
244,934
+24,413
19
$8.46M 1.75%
274,839
+25,811
20
$7.39M 1.53%
153,521
+45,439
21
$7.36M 1.52%
627,486
-23,760
22
$7.09M 1.47%
163,953
-2,145
23
$6.5M 1.35%
+83,221
24
$6.24M 1.29%
152,437
-3,473
25
$5.53M 1.14%
51,308
+4,016
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