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
$1.81B
AUM Growth
-$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$28.7M
3
+$26.6M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$21.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.5M

Top Sells

1
+$316M
2
+$69.8M
3
+$34.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$25.3M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$255M 14.08%
2,564,449
+216,153
2
$158M 8.73%
1,950,977
+17,710
3
$145M 7.97%
3,134,435
+120,693
4
$120M 6.63%
3,903,701
-17,819
5
$88.5M 4.88%
631,184
-532
6
$85.2M 4.7%
2,861,754
-1,973
7
$84M 4.63%
2,028,176
+17,770
8
$81.8M 4.51%
1,221,994
+240,737
9
$70.9M 3.91%
823,369
+12,683
10
$67.5M 3.72%
1,387,166
+218,853
11
$62.2M 3.43%
4,373,292
+100,688
12
$60.6M 3.34%
1,705,039
+26,380
13
$57.1M 3.15%
1,258,829
+750,642
14
$38.2M 2.1%
1,408,663
+800,574
15
$28.7M 1.58%
266,182
+246,920
16
$28.7M 1.58%
+153,860
17
$23.6M 1.3%
570,933
+310,288
18
$20.8M 1.15%
410,533
+294,060
19
$19.7M 1.09%
598,629
-25,968
20
$19.3M 1.06%
532,080
-17,452
21
$12.5M 0.69%
56,423
+8,739
22
$11.4M 0.63%
232,728
+3,723
23
$11.3M 0.62%
654,174
+14,664
24
$10.7M 0.59%
323,921
+75,710
25
$10.6M 0.59%
221,098
+73,470
1
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