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
126
$281K 0.01%
2,077
-338
127
$258K 0.01%
4,957
+340
128
$248K 0.01%
5,391
-103
129
$242K 0.01%
4,229
+74
130
$232K 0.01%
+2,403
131
$230K 0.01%
7,588
+146
132
$230K 0.01%
4,810
+208
133
$218K 0.01%
11,168
+622
134
$218K 0.01%
10,554
+663
135
$218K 0.01%
+4,312
136
$218K 0.01%
11,075
+581
137
$215K 0.01%
8,264
+109
138
$206K 0.01%
1,059
-17,732
139
– –
-47,832
140
– –
-6,362
2 3 4 5
6