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
$1.93B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$54.2M
3
+$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$26.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$25.2M

Top Sells

1
+$66M
2
+$55.6M
3
+$33.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.59M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.85M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.58%
49,912
-1,367
27
$10.9M 0.56%
136,823
+863
28
$8.32M 0.43%
63,201
+13,545
29
$8.1M 0.42%
98,709
-3,742
30
$7.94M 0.41%
438,112
-37,408
31
$7.7M 0.4%
267,339
-30,690
32
$7.14M 0.37%
307,615
+25,879
33
$6.49M 0.34%
68,099
+739
34
$6.18M 0.32%
116,800
+812
35
$5.87M 0.3%
112,556
+5,717
36
$5.78M 0.3%
251,240
-30,326
37
$5.73M 0.3%
114,316
+19,829
38
$5.62M 0.29%
187,673
-10,422
39
$5.17M 0.27%
31,919
+4,656
40
$5.05M 0.26%
65,124
+16,201
41
$5M 0.26%
59,379
-935
42
$4.26M 0.22%
+56,385
43
$3.9M 0.2%
84,170
-9,876
44
$3.84M 0.2%
81,615
+33,005
45
$3.74M 0.19%
15,122
-1,032
46
$3.56M 0.18%
115,229
+398
47
$3.43M 0.18%
155,130
-2,516,935
48
$3.35M 0.17%
116,374
-2,934
49
$3.18M 0.16%
18,445
+7,768
50
$3.11M 0.16%
84,885
+37,286
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