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
$3.23B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$35.1M
3
+$31.9M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.2M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.4M

Top Sells

1
+$111M
2
+$43.7M
3
+$18.9M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$10M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.94M

Sector Composition

1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUSA icon
126
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$281K 0.01%
2,077
-338
CLOA icon
127
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.46B
$258K 0.01%
4,957
+340
IGEB icon
128
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$248K 0.01%
5,391
-103
SPMD icon
129
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.8B
$242K 0.01%
4,229
+74
IWR icon
130
iShares Russell Mid-Cap ETF
IWR
$45.8B
$232K 0.01%
+2,403
HYGW icon
131
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$249M
$230K 0.01%
7,588
+146
HYDB icon
132
iShares High Yield Systematic Bond ETF
HYDB
$1.65B
$230K 0.01%
4,810
+208
BSCQ icon
133
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.26B
$218K 0.01%
11,168
+622
BSCP icon
134
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.37B
$218K 0.01%
10,554
+663
VTIP icon
135
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$218K 0.01%
+4,312
BSCR icon
136
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.3B
$218K 0.01%
11,075
+581
FTGC icon
137
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.2B
$215K 0.01%
8,264
+109
IYW icon
138
iShares US Technology ETF
IYW
$20.9B
$206K 0.01%
1,059
-17,732
IHDG icon
139
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
– –
-47,832
IWM icon
140
iShares Russell 2000 ETF
IWM
$71.7B
– –
-6,362
2 3 4 5
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