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
$1.38B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$13.6M
3
+$12.4M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$6.81M

Top Sells

1
+$5.18M
2
+$733K
3
+$554K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$469K
5
IYG icon
iShares US Financial Services ETF
IYG
+$269K

Sector Composition

1 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$246M 17.8%
2,079,343
+410,783
2
$224M 16.24%
2,601,361
+158,026
3
$164M 11.89%
997,171
-31,440
4
$137M 9.88%
1,803,478
+163,746
5
$68.4M 4.95%
1,791,000
+174,204
6
$58.9M 4.27%
1,847,873
+201,523
7
$46.7M 3.38%
753,246
+45,182
8
$46.2M 3.34%
668,345
+57,929
9
$45.3M 3.28%
1,129,735
+195,849
10
$43.9M 3.18%
1,521,725
+236,249
11
$33M 2.39%
359,585
+35,230
12
$25.3M 1.83%
549,270
+17,448
13
$23.2M 1.68%
278,889
+45,093
14
$16.2M 1.17%
384,698
+12,133
15
$16.2M 1.17%
478,985
+14,648
16
$14.2M 1.03%
462,666
+29,525
17
$12.4M 0.9%
264,338
+42,364
18
$10.8M 0.78%
56,332
+1,248
19
$10.4M 0.75%
688,140
+68,148
20
$10M 0.73%
29,131
+8,329
21
$9.79M 0.71%
84,508
+7,607
22
$8.25M 0.6%
165,711
+14,100
23
$7.69M 0.56%
131,299
+57,785
24
$6.72M 0.49%
219,255
+25,753
25
$6.52M 0.47%
78,663
+34,846
1
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