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
51
$6.22M 0.19%
83,654
-3,137
52
$6.16M 0.19%
16,946
-394
53
$6.02M 0.19%
28,680
-528,248
54
$6M 0.19%
84,448
-299
55
$5.57M 0.17%
58,506
+3,102
56
$5.46M 0.17%
45,259
-83,105
57
$4.6M 0.14%
86,363
+5,758
58
$4.52M 0.14%
54,504
+2,695
59
$4.48M 0.14%
131,466
+80,801
60
$4.32M 0.13%
120,792
-2,857
61
$4.27M 0.13%
113,216
+393
62
$4.11M 0.13%
190,767
-243
63
$3.93M 0.12%
+14,460
64
$3.85M 0.12%
74,990
+5,707
65
$3.79M 0.12%
176,639
-18,426
66
$3.75M 0.12%
12,216
-1,505
67
$3.72M 0.11%
51,391
-354
68
$3.67M 0.11%
56,254
-415
69
$3.57M 0.11%
24,574
+6,235
70
$3.54M 0.11%
147,732
+25,395
71
$3.3M 0.1%
45,800
+17,000
72
$3.23M 0.1%
29,082
+738
73
$2.93M 0.09%
105,849
+112
74
$2.89M 0.09%
113,861
-3,591
75
$2.8M 0.09%
10,960
-15,425
1 2
3
4 5