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
$470M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.88M
3
+$3.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.46M

Top Sells

1
+$1.23M
2
+$1.11M
3
+$803K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$291K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$146K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.4M 15.84%
700,654
+60,451
2
$34.2M 7.27%
685,413
+77,869
3
$31.4M 6.68%
955,555
+117,390
4
$31.3M 6.66%
125,461
+13,881
5
$26.1M 5.55%
378,410
+55,436
6
$19.8M 4.22%
419,114
+22,168
7
$19.3M 4.12%
343,612
-21,824
8
$19.2M 4.09%
350,472
+18,550
9
$18.4M 3.91%
780,796
+90,096
10
$17.1M 3.64%
673,051
+82,805
11
$17M 3.62%
645,385
+52,276
12
$15.5M 3.29%
191,035
+21,258
13
$14.8M 3.15%
490,489
+61,376
14
$11.8M 2.51%
385,063
+19,217
15
$11.1M 2.36%
401,072
+46,089
16
$10.2M 2.17%
80,595
-8,805
17
$9.93M 2.11%
357,391
+729
18
$8.38M 1.78%
173,264
+19,743
19
$8.04M 1.71%
247,752
+2,818
20
$8.02M 1.71%
304,151
+29,312
21
$7.29M 1.55%
93,650
+10,429
22
$6.32M 1.35%
638,430
+10,944
23
$5.7M 1.21%
149,353
-3,084
24
$5.28M 1.12%
50,942
-366
25
$5.26M 1.12%
142,253
-21,700
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