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
$1.63B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$23.2M
3
+$19M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$10.8M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$10.2M

Top Sells

1
+$23.2M
2
+$21.6M
3
+$1.37M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.04M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$261M 16.07%
2,854,847
+253,486
2
$215M 13.22%
1,889,431
-189,912
3
$176M 10.84%
996,394
-777
4
$162M 9.94%
2,043,354
+239,876
5
$118M 7.24%
2,231,530
+2,216,810
6
$78.8M 4.84%
1,994,813
+203,813
7
$68.5M 4.21%
2,074,556
+226,683
8
$55.4M 3.4%
1,384,095
+254,360
9
$53.9M 3.31%
747,885
+79,540
10
$53.9M 3.31%
836,945
+83,699
11
$51.6M 3.17%
1,925,718
+403,993
12
$38.3M 2.35%
352,602
-6,983
13
$30.5M 1.87%
619,506
+70,236
14
$19.4M 1.19%
548,337
+69,352
15
$18.9M 1.16%
431,763
+47,065
16
$15.3M 0.94%
517,217
+54,551
17
$14.7M 0.9%
300,765
+36,427
18
$13M 0.8%
35,734
+6,603
19
$12.1M 0.74%
59,125
+2,793
20
$11.6M 0.71%
722,694
+34,554
21
$10.9M 0.67%
100,106
+15,598
22
$9.57M 0.59%
167,560
+36,261
23
$9.23M 0.57%
178,528
+12,817
24
$8.21M 0.5%
99,925
+21,262
25
$7.63M 0.47%
19,191
+2,830
1
2 3 4