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
$2.63B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$6.23M
3
+$4.56M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$3.19M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$2.7M

Top Sells

1
+$33.5M
2
+$13.2M
3
+$8.51M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.15M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$7.29M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$381M 14.48%
3,623,628
-918
2
$272M 10.33%
2,744,117
+23,218
3
$187M 7.09%
1,991,576
-99
4
$155M 5.87%
3,356,451
+26,557
5
$135M 5.11%
4,119,057
+35,096
6
$104M 3.94%
631,432
+2,784
7
$98.7M 3.75%
1,765,062
-598,558
8
$98.1M 3.72%
2,030,640
+3,924
9
$96.1M 3.65%
1,367,961
-38,923
10
$92.1M 3.5%
3,000,482
+32,532
11
$86.9M 3.3%
802,575
+24,865
12
$77.5M 2.94%
162,278
-27,678
13
$68.2M 2.59%
1,352,967
-9,860
14
$67.7M 2.57%
1,862,478
+27,862
15
$65.6M 2.49%
4,929,346
+189,884
16
$54.7M 2.08%
616,419
+10,355
17
$49M 1.86%
1,026,248
-178,240
18
$36.9M 1.4%
84,411
-3,092
19
$26.9M 1.02%
480,995
-37,355
20
$23.8M 0.9%
943,121
-265,908
21
$20.2M 0.77%
507,400
+67,714
22
$20.1M 0.76%
92,789
-33,611
23
$20M 0.76%
487,915
-64,771
24
$19.8M 0.75%
387,900
-17,006
25
$18.7M 0.71%
392,689
+54,690
1
2 3 4 5