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
$2.75B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$10.7M
3
+$10.6M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$7.31M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.23M

Top Sells

1
+$31.5M
2
+$17.6M
3
+$13.6M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$13.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.02M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$438M 15.91%
3,500,614
-108,517
2
$295M 10.7%
2,906,134
+105,626
3
$212M 7.7%
1,883,261
-117,488
4
$186M 6.75%
3,936,457
+224,005
5
$156M 5.66%
4,299,204
+28,621
6
$116M 4.2%
1,976,092
-64,721
7
$115M 4.18%
633,786
-7,758
8
$115M 4.16%
3,218,718
+71,208
9
$92.7M 3.37%
1,190,105
-47,064
10
$82.2M 2.98%
705,027
-77,350
11
$80.7M 2.93%
2,141,966
+143,246
12
$80.7M 2.93%
5,993,061
+352,818
13
$74.1M 2.69%
1,279,338
-33,811
14
$64.1M 2.33%
688,779
+36,743
15
$41.8M 1.52%
72,865
-30,594
16
$35.1M 1.27%
66,821
-3,039
17
$30.6M 1.11%
623,487
+18,953
18
$28.3M 1.03%
581,692
+62,625
19
$28.2M 1.02%
537,618
-139,454
20
$25.1M 0.91%
471,565
+100,077
21
$24.2M 0.88%
392,389
-16,768
22
$22.4M 0.81%
505,598
+59,568
23
$21M 0.76%
79,724
+75,133
24
$18M 0.65%
515,696
+18,984
25
$14.7M 0.53%
203,782
+20,058
1
2 3 4 5