SWM

SigFig Wealth Management Portfolio holdings

AUM $2.77B

This Quarter Return

-0.59%

1 Year Return

+3.94%

3 Year Return

+7.79%

5 Year Return

+51.24%

10 Year Return

–

AUM

$2.77B

AUM Growth

+$4.18M (+0.2%)

Cap. Flow

+$39M

Cap. Flow % of AUM

1.41%

Top 10 Holdings %Top 10 Hldgs %

64.84%

Holding

133

New

Increased

Reduced

Closed

Top Buys

1	iShares Core S&P 500 ETF IVV	$18.4M
2	Vanguard Mid-Cap ETF VO	$7.73M
3	iShares Core US Aggregate Bond ETF AGG	$6.94M
4	iShares Russell Top 200 Value ETF IWX	$5.71M
5	iShares Core Total USD Bond Market ETF IUSB	$4.18M

Top Sells

1	SPDR Portfolio S&P 500 Growth ETF SPYG	$13M
2	iShares Russell Top 200 Growth ETF IWY	$9.24M
3	Invesco S&P MidCap Momentum ETF XMMO	$6.81M
4	Vanguard Extended Market ETF VXF	$4.35M
5	iShares MSCI EAFE Growth ETF EFG	$3.12M

Sector Composition

Technology

0.01%

#	Name	Market Value	Portfolio Weight	Shares or Principal	Shares Change %	Capital Flow
51	51 Schwab US Aggregate Bond ETF SCHZ $8.55B	$5.48M	0.2%	442,544 +15,425	+4%	+$191K
52	52 Schwab Emerging Markets Equity ETF SCHE $10.5B	$5.47M	0.2%	389,704 +11,352	+3%	+$159K
53	53 iShares Russell 1000 ETF IWB $41.6B	$5.25M	0.19%	17,123 -689	-4%	-$211K
54	54 iShares MBS ETF MBB $38.8B	$5.22M	0.19%	55,740 -8,196	-13%	-$768K
55	55 iShares 1-3 Year Treasury Bond ETF SHY $23.6B	$4.45M	0.16%	53,243 -136	-0.3%	-$11.4K
56	56 iShares Russell 2500 ETF SMMD $1.5B	$4.35M	0.16%	69,497 +17,359	+33%	+$1.09M
57	57 iShares MSCI EAFE Growth ETF EFG $13B	$4.16M	0.15%	41,240 -30,895	-43%	-$3.12M
58	58 BlackRock Flexible Income ETF BINC $10.1B	$4.15M	0.15%	79,194 +871	+1%	+$45.6K
59	59 SPDR Portfolio S&P 500 Growth ETF SPYG $38.7B	$4.12M	0.15%	51,467 -162,828	-76%	-$13M
60	60 iShares 10-20 Year Treasury Bond ETF TLH $11.2B	$3.75M	0.14%	36,343 +32,854	+942%	+$3.39M
61	61 iShares International Equity Factor ETF INTF $2.17B	$3.7M	0.13%	118,953 -342	-0.3%	-$10.6K
62	62 abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI $1.66B	$3.51M	0.13%	164,852 -3,696	-2%	-$78.7K
63	63 Vanguard Large-Cap ETF VV $43.1B	$3.25M	0.12%	12,707 +483	+4%	+$123K
64	64 iShares TIPS Bond ETF TIP $13.8B	$3.24M	0.12%	29,366 +606	+2%	+$66.8K
65	65 SPDR Portfolio Short Term Treasury ETF SPTS $5.78B	$3.04M	0.11%	100,875 -3,817	-4%	-$115K
66	66 BlackRock US Carbon Transition Readiness ETF LCTU $1.29B	$3M	0.11%	49,723 -1,326	-3%	-$80K
67	67 iShares US Technology ETF IYW $22.4B	$2.99M	0.11%	21,271 +529	+3%	+$74.4K
68	68 Fidelity MSCI Real Estate Index ETF FREL $1.02B	$2.96M	0.11%	108,858 +936	+0.9%	+$25.5K
69	69 iShares MSCI Emerging Markets ex China ETF EMXC $13.8B	$2.92M	0.11%	52,840 -12,865	-20%	-$710K
70	70 iShares National Muni Bond ETF MUB $38.3B	$2.82M	0.1%	26,597 +2,125	+9%	+$225K
71	71 iShares Core S&P Mid-Cap ETF IJH $97.3B	$2.62M	0.09%	45,038 +1,170	+3%	+$68.1K
72	72 iShares S&P 100 ETF OEF $21B	$2.51M	0.09%	9,321 +8,432	+948%	+$2.27M
73	73 Invesco Emerging Markets Sovereign Debt ETF PCY $1.16B	$2.37M	0.09%	189,175 +4,364	+2%	+$54.7K
74	74 iShares MSCI USA Momentum Factor ETF MTUM $17.8B	$2.3M	0.08%	11,455 +628	+6%	+$126K
75	75 iShares Gold Trust IAU $47.5B	$2.27M	0.08%	39,070 +21,016	+116%	+$1.22M