SWM
SigFig Wealth Management Portfolio holdings
AUM
$3.02B
This Quarter Return
+0.99%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
–
AUM
$2.66B
AUM Growth
+$2.66B
(-2.4%)
Cap. Flow
-$89.8M
Cap. Flow
% of AUM
-3.38%
Top 10 Holdings %
Top 10 Hldgs %
64.8%
Holding
134
New
7
Increased
76
Reduced
39
Closed
11
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$7.8M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$6.08M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$3.93M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$3.1M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$2.96M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$49.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$20.7M |
| 3 |
Vanguard Russell 1000 ETF
VONE
|
$11M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$10.6M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$6.46M |
Sector Composition
| 1 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
VanEck Intermediate Muni ETF
ITM
$1.94B
| – | – |
-16,293
| Closed | -$758K |
|
127
iShares Global Energy ETF
IXC
$1.86B
| – | – |
-21,636
| Closed | -$929K |
|
128
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| – | – |
-10,959
| Closed | -$1.19M |
|
129
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.41B
| – | – |
-42,289
| Closed | -$3.69M |
|
130
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
| – | – |
-8,008
| Closed | -$1.5M |
|
131
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| – | – |
-2,410
| Closed | -$252K |
|
132
Invesco S&P MidCap Quality ETF
XMHQ
$5.04B
| – | – |
-15,834
| Closed | -$1.74M |
|
133
Invesco S&P MidCap Momentum ETF
XMMO
$4.28B
| – | – |
-14,727
| Closed | -$1.69M |
|
|
BSCO
134
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| – | – |
-10,991
| Closed | -$230K |
|