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
101
$809K 0.03%
21,799
-206
102
$763K 0.02%
19,131
+1,158
103
$752K 0.02%
11,647
-874
104
$712K 0.02%
8,444
+876
105
$699K 0.02%
14,415
+418
106
$692K 0.02%
+22,045
107
$676K 0.02%
12,753
-75
108
$675K 0.02%
9,973
+88
109
$672K 0.02%
21,306
-910
110
$605K 0.02%
1,268
-2,495
111
$601K 0.02%
5,308
-31,502
112
$568K 0.02%
5,680
+929
113
$510K 0.02%
10,398
+2,294
114
$468K 0.01%
1,830
115
$454K 0.01%
5,584
-179
116
$432K 0.01%
10,068
+157
117
$431K 0.01%
7,573
+2,027
118
$385K 0.01%
+7,516
119
$377K 0.01%
11,903
+172
120
$335K 0.01%
12,066
+175
121
$333K 0.01%
3,646
+162
122
$327K 0.01%
3,209
+528
123
$324K 0.01%
4,100
-27
124
$312K 0.01%
7,491
-705
125
$295K 0.01%
6,038
+1,001
2 3 4
5
6