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
1
$523M 16.18%
3,604,140
+66,470
2
$348M 10.77%
3,473,163
+317,832
3
$224M 6.92%
1,720,790
-145,532
4
$207M 6.39%
4,424,772
+303,906
5
$180M 5.58%
4,401,595
-93,349
6
$172M 5.3%
2,488,623
+509,729
7
$158M 4.88%
538,877
+364,066
8
$131M 4.04%
3,220,033
-83,479
9
$105M 3.25%
1,209,144
-14,025
10
$100M 3.11%
7,453,163
+842,523
11
$96M 2.97%
2,540,665
+248,755
12
$92.3M 2.85%
1,407,228
+10,446
13
$74.7M 2.31%
783,001
+42,702
14
$44.2M 1.37%
372,911
-368,832
15
$44.1M 1.36%
66,125
+9,095
16
$40.5M 1.25%
66,404
+55
17
$38M 1.18%
667,268
-5,852
18
$35.7M 1.1%
585,992
+68,630
19
$35.6M 1.1%
740,766
+67,953
20
$34.7M 1.07%
1,319,988
+149,330
21
$31M 0.96%
519,033
-18,574
22
$27M 0.84%
614,694
+48,451
23
$26.8M 0.83%
629,547
+22,489
24
$25M 0.77%
312,109
-13,006
25
$17.1M 0.53%
226,716
-4,567
1
2 3 4 5