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
$2.58B
AUM Growth
+$765M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$124M
3
+$93.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$78.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.9M

Top Sells

1
+$5.36M
2
+$3.31M
3
+$3.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.64M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$359M 13.9%
+3,704,935
2
$259M 10.03%
2,645,715
+81,266
3
$170M 6.58%
1,968,462
+17,485
4
$146M 5.65%
3,218,314
+83,879
5
$124M 4.81%
+2,406,663
6
$121M 4.71%
3,921,493
+17,792
7
$94.4M 3.66%
638,768
+7,584
8
$93.2M 3.61%
+211,662
9
$90.5M 3.51%
2,054,665
+26,489
10
$86M 3.33%
2,891,433
+29,679
11
$79.5M 3.08%
1,189,007
-32,987
12
$78.4M 3.04%
+787,087
13
$72.8M 2.82%
849,960
+26,591
14
$67.4M 2.61%
1,387,386
+220
15
$62.3M 2.42%
1,774,680
+69,641
16
$61.6M 2.39%
4,565,151
+191,859
17
$57.6M 2.23%
1,256,401
-2,428
18
$36.9M 1.43%
+91,678
19
$34.5M 1.34%
1,288,951
-119,712
20
$30.2M 1.17%
+549,427
21
$27.4M 1.06%
137,235
-16,625
22
$23.4M 0.91%
565,095
-5,838
23
$23.1M 0.89%
215,991
-50,191
24
$22.8M 0.88%
454,463
+43,930
25
$18.6M 0.72%
570,149
-28,480
1
2 3 4 5