SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+5.31%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.72B
AUM Growth
+$2.72B
(+3.5%)
Cap. Flow
-$33.9M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
62.7%
Holding
133
New
17
Increased
56
Reduced
53
Closed
6
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$31M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$11M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.69M |
| 4 |
Vanguard Russell 1000 ETF
VONE
|
$6.24M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$6.23M |
Sector Composition
| 1 | Technology | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
| $222K | 0.01% |
+11,554
| New | +$222K |
|
127
iShares Fallen Angels USD Bond ETF
FALN
$1.87B
| $202K | 0.01% |
+7,508
| New | +$202K |
|
128
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.46B
| – | – |
-43,457
| Closed | -$3.19M |
|
129
iShares S&P 100 ETF
OEF
$22B
| – | – |
-9,940
| Closed | -$2.22M |
|
130
Invesco NASDAQ 100 ETF
QQQM
$58.8B
| – | – |
-21,416
| Closed | -$3.61M |
|
|
131
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| – | – |
-133,642
| Closed | -$6.23M |
|
132
iShares Treasury Floating Rate Bond ETF
TFLO
$6.73B
| – | – |
-85,937
| Closed | -$4.34M |
|
133
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| – | – |
-8,362
| Closed | -$653K |
|