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
51
$3.04M 0.16%
167,097
+30,988
52
$2.96M 0.15%
125,771
+18,214
53
$2.81M 0.15%
44,757
-2,267
54
$2.52M 0.13%
+44,608
55
$2.28M 0.12%
50,300
-17,455
56
$2.01M 0.1%
10,993
+3,918
57
$2.01M 0.1%
6,803
+670
58
$1.94M 0.1%
18,254
+940
59
$1.77M 0.09%
59,765
-24,690
60
$1.75M 0.09%
18,637
-34,156
61
$1.73M 0.09%
44,716
+18,650
62
$1.7M 0.09%
118,698
+7,077
63
$1.7M 0.09%
74,358
-1,362
64
$1.65M 0.09%
16,784
+3,115
65
$1.61M 0.08%
+32,827
66
$1.4M 0.07%
24,053
+11,008
67
$1.39M 0.07%
9,510
+1,181
68
$1.37M 0.07%
10,841
+3,540
69
$1.32M 0.07%
41,108
-28,419
70
$1.24M 0.06%
+13,189
71
$1.21M 0.06%
10,175
+2,497
72
$1.17M 0.06%
+19,043
73
$1.16M 0.06%
19,899
-17,143
74
$1.09M 0.06%
33,908
-6,010
75
$1.09M 0.06%
15,029
+11,357
1 2
3
4 5