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
$2.76B
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.3M
3
+$9.24M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.62M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M

Top Sells

1
+$9.88M
2
+$7.31M
3
+$7.23M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$5.01M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$4.22M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$449M 16.25%
3,479,498
-21,116
2
$293M 10.6%
3,022,430
+116,296
3
$216M 7.81%
1,866,109
-17,152
4
$181M 6.55%
4,001,702
+65,245
5
$151M 5.47%
4,527,786
+228,582
6
$120M 4.33%
1,973,566
-2,526
7
$116M 4.21%
611,608
-22,178
8
$105M 3.81%
3,291,658
+72,940
9
$86.8M 3.14%
1,238,180
+48,075
10
$84.1M 3.04%
6,503,133
+510,072
11
$81.2M 2.94%
706,015
+988
12
$80.7M 2.92%
2,195,409
+53,443
13
$68.4M 2.48%
1,311,960
+32,622
14
$63M 2.28%
707,297
+18,518
15
$35.9M 1.3%
66,414
-407
16
$33.2M 1.2%
56,142
-16,723
17
$32.4M 1.17%
649,148
+25,661
18
$29.2M 1.06%
627,970
+46,278
19
$27M 0.98%
102,400
+22,676
20
$26.9M 0.97%
496,000
+24,435
21
$26.6M 0.96%
557,629
+20,011
22
$22.8M 0.82%
535,241
+29,643
23
$22.5M 0.81%
355,153
-37,236
24
$19M 0.69%
214,295
+169,814
25
$18.4M 0.66%
542,592
+26,896
1
2 3 4 5