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
$2.01B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.33M
3
+$5.85M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.92M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.96M

Top Sells

1
+$11.7M
2
+$7.95M
3
+$4.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.82M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$316M 15.66%
3,677,355
+81,639
2
$229M 11.38%
2,348,296
+30,267
3
$147M 7.31%
1,933,267
+32,299
4
$133M 6.61%
3,013,742
+111,318
5
$113M 5.6%
3,921,520
+9,971
6
$85M 4.22%
631,716
+47,047
7
$81.1M 4.02%
2,863,727
+58,742
8
$78.4M 3.89%
2,010,406
+31,307
9
$69.8M 3.47%
722,800
+6,629
10
$69.2M 3.44%
810,686
+10,905
11
$63.2M 3.13%
4,272,604
+395,524
12
$61.6M 3.06%
981,257
-10,016
13
$58M 2.88%
1,678,659
+34,580
14
$55M 2.73%
1,168,313
+36,764
15
$34.3M 1.7%
625,399
-8,924
16
$28.8M 1.43%
75,086
-30,466
17
$25.3M 1.26%
62,769
+1,842
18
$23.2M 1.15%
508,187
+16,110
19
$20.7M 1.03%
624,597
-43,610
20
$20.6M 1.02%
549,532
-11,563
21
$17.6M 0.87%
608,089
-6,630
22
$16.3M 0.81%
125,316
-17,538
23
$12.4M 0.61%
229,005
-2,869
24
$11.4M 0.56%
260,645
-1,652
25
$11.3M 0.56%
639,510
-9,810
1
2 3 4 5