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
$2.72B
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.2M
3
+$6.93M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.01M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.08M

Top Sells

1
+$31M
2
+$11M
3
+$6.69M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$6.24M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.23M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$418M 15.32%
3,621,782
-1,846
2
$272M 9.98%
2,780,267
+36,150
3
$208M 7.64%
2,005,512
+13,936
4
$163M 5.99%
3,577,912
+221,461
5
$144M 5.3%
4,212,933
+93,876
6
$111M 4.08%
635,046
+3,614
7
$110M 4.04%
2,046,495
+15,855
8
$98.1M 3.6%
1,325,279
-42,682
9
$97.7M 3.58%
3,115,948
+115,466
10
$86.1M 3.16%
779,276
-23,299
11
$77.6M 2.85%
1,261,777
-503,285
12
$75.6M 2.77%
5,448,606
+519,260
13
$74.3M 2.73%
141,322
-20,956
14
$70.9M 2.6%
1,937,860
+75,382
15
$67.4M 2.47%
1,310,516
-42,451
16
$56.9M 2.09%
637,182
+20,763
17
$44.5M 1.63%
892,207
-134,041
18
$35.4M 1.3%
73,632
-10,779
19
$25.9M 0.95%
443,662
-37,333
20
$25.2M 0.92%
557,761
+50,361
21
$21.4M 0.79%
455,631
+62,942
22
$19.8M 0.73%
777,021
-166,100
23
$18.4M 0.67%
441,754
-46,161
24
$16.9M 0.62%
394,349
+55,878
25
$16.7M 0.61%
339,023
+36,512
1
2 3 4 5