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
$812M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$10.1M
3
+$8.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.13M

Top Sells

1
+$297K
2
+$166K
3
+$97.3K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$81K
5
VV icon
Vanguard Large-Cap ETF
VV
+$66.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$146M 18.01%
1,301,877
+155,802
2
$96.4M 11.87%
298,144
+31,223
3
$78.6M 9.67%
1,214,751
+128,429
4
$65.5M 8.07%
1,591,830
+172,760
5
$55.8M 6.87%
665,711
+73,131
6
$40.8M 5.02%
1,186,889
+124,724
7
$35.4M 4.35%
1,168,596
+124,174
8
$31.5M 3.88%
482,798
+35,222
9
$31M 3.82%
576,417
+41,051
10
$28.5M 3.51%
707,405
+84,331
11
$28.5M 3.51%
391,893
+10,654
12
$27.2M 3.35%
919,078
+91,525
13
$18.5M 2.28%
463,902
+8,526
14
$13.4M 1.65%
165,255
+20,813
15
$11.9M 1.47%
317,378
+8,990
16
$11.9M 1.46%
379,424
+6,779
17
$11.3M 1.4%
385,908
+10,123
18
$10.8M 1.33%
66,201
-1,823
19
$8.15M 1%
636,342
-6,324
20
$7.22M 0.89%
63,007
+3,271
21
$5.79M 0.71%
131,544
+2,827
22
$5.77M 0.71%
130,112
-2,192
23
$4.81M 0.59%
175,825
+2,450
24
$4.72M 0.58%
280,670
+830
25
$3.98M 0.49%
148,990
+1,058
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