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
76
$2.72M 0.08%
111,536
+5,850
77
$2.7M 0.08%
92,015
-4,091
78
$2.48M 0.08%
19,782
-185
79
$2.44M 0.08%
+61,452
80
$2.41M 0.07%
48,229
-47,767
81
$2.33M 0.07%
98,675
+11,203
82
$2.11M 0.07%
26,976
-3,953
83
$2.04M 0.06%
19,127
-5,191
84
$1.91M 0.06%
+9,311
85
$1.86M 0.06%
41,266
+2,926
86
$1.73M 0.05%
6,816
-5,243
87
$1.69M 0.05%
64,513
-2,211
88
$1.59M 0.05%
63,855
+13,972
89
$1.5M 0.05%
55,896
-4,549
90
$1.43M 0.04%
23,859
+69
91
$1.38M 0.04%
23,655
-746
92
$1.36M 0.04%
13,608
+5,729
93
$1.33M 0.04%
12,051
+718
94
$1.32M 0.04%
12,748
+842
95
$1.25M 0.04%
54,104
+3,158
96
$1.05M 0.03%
11,327
+1,537
97
$868K 0.03%
6,181
+290
98
$847K 0.03%
12,640
-494
99
$841K 0.03%
26,278
+111
100
$832K 0.03%
38,889
-8,376
2 3
4
5 6