SWM

SigFig Wealth Management Portfolio holdings

AUM $3.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$33.9M
3
+$31.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.1M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.2M

Top Sells

1
+$107M
2
+$42.4M
3
+$18.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$9.68M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.78M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.45%
270,375
-11,108
27
$14.3M 0.44%
308,349
-14,674
28
$13.5M 0.42%
528,624
-56,191
29
$13.2M 0.41%
267,064
+1,510
30
$13.1M 0.41%
508,420
+23,877
31
$13M 0.4%
300,859
+3,557
32
$12.5M 0.39%
158,199
+711
33
$11.8M 0.37%
113,482
+5,030
34
$11.8M 0.36%
199,473
+29,199
35
$11.2M 0.35%
484,205
-57,419
36
$11.2M 0.35%
338,807
-40,639
37
$10.9M 0.34%
229,808
+21,698
38
$9.99M 0.31%
426,419
-15,060
39
$9.71M 0.3%
80,835
-4,084
40
$9.02M 0.28%
200,496
-55,266
41
$8.99M 0.28%
46,473
-9,898
42
$8.91M 0.28%
114,036
-1,567
43
$8.71M 0.27%
42,313
+1,545
44
$8.54M 0.26%
126,335
-25,789
45
$8.19M 0.25%
24,696
+11,420
46
$8.14M 0.25%
110,496
+15,448
47
$8.04M 0.25%
24,664
-1,596
48
$6.81M 0.21%
65,997
+11,046
49
$6.34M 0.2%
34,117
-1,567
50
$6.25M 0.19%
132,989
-333
1
2
3 4 5