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
$564M
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$5.36M
3
+$4.92M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.67M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.38M

Top Sells

1
+$623K
2
+$360K
3
+$244K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$219K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$147K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.9M 15.23%
787,930
+87,276
2
$44.3M 7.85%
779,787
+94,374
3
$41.1M 7.29%
1,085,310
+129,755
4
$40.4M 7.15%
141,857
+16,396
5
$33.6M 5.95%
435,191
+56,781
6
$23.6M 4.18%
883,094
+102,298
7
$22.8M 4.04%
441,172
+22,058
8
$22.6M 4.01%
372,090
+21,618
9
$21.9M 3.88%
340,204
-3,408
10
$21.6M 3.83%
770,573
+97,522
11
$19.6M 3.47%
699,174
+53,789
12
$18.8M 3.33%
217,513
+26,478
13
$17.9M 3.18%
551,608
+61,119
14
$14.8M 2.62%
420,409
+35,346
15
$14.3M 2.53%
459,826
+58,754
16
$11M 1.95%
76,280
-4,315
17
$10.5M 1.87%
369,347
+11,956
18
$9.8M 1.74%
335,486
+31,335
19
$9.69M 1.72%
197,683
+24,419
20
$9.6M 1.7%
268,575
+20,823
21
$8.57M 1.52%
107,507
+13,857
22
$7M 1.24%
616,920
-21,510
23
$5.98M 1.06%
140,866
-8,487
24
$5.94M 1.05%
53,994
+3,052
25
$5.66M 1%
138,651
-3,602
1
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