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
$1.99B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$31.6M
3
+$27.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.4M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$18.6M

Top Sells

1
+$62.2M
2
+$36.8M
3
+$5.78M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$5.28M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$3.73M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$331M 16.62%
3,368,334
+277,559
2
$233M 11.68%
2,027,718
-50,376
3
$155M 7.76%
1,799,548
-427,704
4
$139M 6.96%
760,493
-340,991
5
$138M 6.93%
2,595,464
+109,533
6
$109M 5.49%
3,201,422
+925,470
7
$101M 5.05%
2,714,483
+502,453
8
$80.2M 4.02%
+1,902,143
9
$75.8M 3.8%
1,227,396
+314,631
10
$73.6M 3.69%
1,836,964
+309,481
11
$64.6M 3.24%
869,887
+57,708
12
$61.5M 3.08%
2,305,577
+182,876
13
$43.6M 2.19%
399,525
+40,894
14
$39.5M 1.98%
744,918
+46,771
15
$24.1M 1.21%
666,832
+45,328
16
$23.9M 1.2%
562,997
+59,452
17
$19.6M 0.98%
656,228
+54,168
18
$19M 0.95%
48,141
+5,990
19
$18.3M 0.92%
363,121
+28,060
20
$16.8M 0.84%
39,094
+16,332
21
$14.4M 0.72%
130,936
+14,766
22
$12.8M 0.64%
743,040
-25,494
23
$11.9M 0.6%
208,727
+22,351
24
$11.9M 0.6%
54,372
-2,502
25
$10.3M 0.51%
125,182
+13,547
1
2 3 4