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
$2.77B
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$7.73M
3
+$6.94M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.18M

Top Sells

1
+$13M
2
+$9.24M
3
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.35M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.12M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$424M 15.31%
3,489,882
+10,384
2
$305M 11.02%
3,092,836
+70,406
3
$204M 7.38%
1,866,815
+706
4
$188M 6.8%
4,092,523
+90,821
5
$164M 5.92%
4,550,788
+23,002
6
$114M 4.11%
1,976,940
+3,374
7
$111M 4.01%
3,339,240
+47,582
8
$101M 3.67%
586,476
-25,132
9
$94.6M 3.42%
1,244,543
+6,363
10
$88.4M 3.19%
6,566,707
+63,574
11
$82.5M 2.98%
2,244,687
+49,278
12
$75M 2.71%
721,295
+15,280
13
$72.8M 2.63%
1,350,526
+38,566
14
$65.6M 2.37%
726,829
+19,532
15
$49.8M 1.8%
89,194
+33,052
16
$34.1M 1.23%
132,459
+30,059
17
$33.8M 1.22%
66,076
-338
18
$31.1M 1.12%
668,871
+19,723
19
$30.8M 1.11%
650,263
+22,293
20
$27.9M 1.01%
549,578
-8,051
21
$25.4M 0.92%
507,386
+11,386
22
$23.5M 0.85%
543,320
+8,079
23
$21.8M 0.79%
341,551
-13,602
24
$20M 0.72%
571,599
+29,007
25
$19.5M 0.71%
908,659
+175,972
1
2 3 4 5