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
$2.08B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.59M
3
+$5.26M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$5.11M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.67M

Top Sells

1
+$10.4M
2
+$3.63M
3
+$3.02M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$354M 17.02%
3,515,420
+46,314
2
$232M 11.15%
2,164,556
+42,836
3
$170M 8.17%
1,911,171
+45,150
4
$142M 6.82%
856,022
+62,243
5
$140M 6.72%
2,849,654
+104,020
6
$113M 5.44%
3,462,258
+85,593
7
$101M 4.83%
2,967,916
+92,311
8
$88.9M 4.27%
1,999,387
+26,171
9
$74.2M 3.56%
1,966,073
+43,982
10
$73.8M 3.55%
1,348,033
+42,966
11
$63.4M 3.05%
917,113
+13,559
12
$60.4M 2.9%
2,672,065
+232,806
13
$46.9M 2.25%
429,148
+9,967
14
$37.8M 1.81%
690,291
-49,284
15
$23.9M 1.15%
55,238
+1,535
16
$22.3M 1.07%
651,290
-35,153
17
$22M 1.06%
559,971
-46,402
18
$21.8M 1.05%
449,824
+38,486
19
$18.4M 0.89%
654,585
-19,619
20
$18.1M 0.87%
50,098
-2,269
21
$13.7M 0.66%
138,702
+19,971
22
$13.6M 0.65%
765,273
+33,345
23
$13.4M 0.64%
134,689
-1,934
24
$12.5M 0.6%
232,559
-180
25
$12.2M 0.59%
261,538
+25,015
1
2 3 4