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
76
$911K 0.05%
10,361
+1,656
77
$908K 0.05%
12,275
-10,593
78
$899K 0.05%
+25,740
79
$891K 0.05%
39,217
-7,142
80
$775K 0.04%
4,579
+469
81
$726K 0.04%
+19,934
82
$717K 0.04%
3,641
-934
83
$689K 0.04%
13,323
+3,347
84
$532K 0.03%
20,889
+12,641
85
$481K 0.02%
+11,031
86
$424K 0.02%
+9,769
87
$366K 0.02%
2,047
88
$365K 0.02%
3,435
+622
89
$324K 0.02%
9,602
-1,956,471
90
$323K 0.02%
23,143
+8,432
91
$310K 0.02%
2,984
+13
92
$260K 0.01%
+9,566
93
$242K 0.01%
+7,861
94
$238K 0.01%
+8,884
95
$221K 0.01%
+4,424
96
– –
-10,649
97
– –
-70,865
98
– –
-20,207
99
– –
-97,867
100
– –
-2,190
1 2 3
4
5