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
$1.93B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$54.2M
3
+$26.6M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$26.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$25.2M

Top Sells

1
+$66M
2
+$55.6M
3
+$33.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.59M
5
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$4.85M

Sector Composition

1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$321M 16.63%
3,832,791
+317,371
2
$225M 11.65%
2,203,524
+38,968
3
$143M 7.42%
1,910,508
-663
4
$127M 6.59%
2,744,869
-104,785
5
$101M 5.23%
3,637,323
+175,065
6
$95.2M 4.93%
3,200,998
+233,082
7
$80.6M 4.18%
605,910
-250,112
8
$75.1M 3.89%
1,982,287
-17,100
9
$70.8M 3.67%
1,417,117
+69,084
10
$66.3M 3.44%
717,055
+287,907
11
$65.9M 3.41%
760,428
+625,739
12
$59.3M 3.07%
963,929
+46,816
13
$57.3M 2.97%
+1,654,805
14
$36.3M 1.88%
676,456
-13,835
15
$25.2M 1.31%
+1,397,115
16
$24.8M 1.28%
58,814
+3,576
17
$22.4M 1.16%
476,826
+27,002
18
$21.7M 1.12%
554,284
-5,687
19
$21.6M 1.12%
643,913
-7,377
20
$20.8M 1.08%
59,766
+9,668
21
$17.6M 0.91%
628,690
-25,895
22
$15.3M 0.79%
136,110
-2,592
23
$12.7M 0.66%
234,221
+1,662
24
$12.7M 0.66%
283,520
+21,982
25
$12.4M 0.64%
704,664
-60,609
1
2 3 4 5