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
101	101 Vanguard Emerging Markets Government Bond ETF VWOB $5.17B	$658K	0.02%	10,278 -59	-0.6%	-$3.78K
102	102 iShares AAA-A Rated Corporate Bond ETF QLTA $1.62B	$643K	0.02%	13,556 +5,410	+66%	+$257K
103	103 John Hancock Multifactor Developed International ETF JHMD $702M	$627K	0.02%	17,789 +174	+1%	+$6.13K
104	104 BlackRock World ex US Carbon Transition Readiness ETF LCTD $235M	$610K	0.02%	13,097 -567	-4%	-$26.4K
105	105 John Hancock Multifactor Emerging Markets ETF JHEM $618M	$609K	0.02%	22,827 +64	+0.3%	+$1.71K
106	106 Schwab US REIT ETF SCHH $8.06B	$557K	0.02%	47,622 +3,408	+8%	+$39.9K
107	107 iShares High Yield Systematic Bond ETF HYDB $1.49B	$521K	0.02%	11,068 +53	+0.5%	+$2.49K
108	108 Vanguard International High Dividend Yield ETF VYMI $10.9B	$503K	0.02%	6,801 +1,430	+27%	+$106K
109	109 Schwab 1000 Index ETF SCHK $4.39B	$496K	0.02%	+18,526	New	+$496K
110	110 iShares iBoxx $ High Yield Corporate Bond ETF HYG $17.2B	$473K	0.02%	5,998 -228	-4%	-$18K
111	111 iShares International Dividend Growth ETF IGRO $1.16B	$470K	0.02%	6,457 +717	+12%	+$52.2K
112	HIMU 112 iShares High Yield Muni Active ETF HIMU $1.8B	$384K	0.01%	+7,771	New	+$384K
113	113 Apple AAPL $3.14T	$338K	0.01%	1,780	–	–
114	114 Vanguard Intermediate-Term Tax-Exempt Bond ETF VTEI $598M	$321K	0.01%	+3,251	New	+$321K
115	BIDD 115 iShares International Dividend Active ETF BIDD $709M	$318K	0.01%	12,270 +451	+4%	+$11.7K
116	116 John Hancock Multifactor Small Cap ETF JHSC $556M	$311K	0.01%	8,384 +57	+0.7%	+$2.12K
117	117 Vanguard Real Estate ETF VNQ $33.6B	$295K	0.01%	3,356 +660	+24%	+$57.9K
118	118 Nuveen ESG Small-Cap ETF NUSC $1.16B	$264K	0.01%	6,867 +803	+13%	+$30.9K
119	119 WisdomTree Emerging Markets SmallCap Dividend Fund DGS $1.65B	$251K	0.01%	5,154 +364	+8%	+$17.7K
120	120 BlackRock Advantage Large Cap Income ETF BALI $351M	$237K	0.01%	8,268 +1,477	+22%	+$42.3K
121	THRO 121 iShares U.S. Thematic Rotation Active ETF THRO $4.96B	$229K	0.01%	+7,253	New	+$229K
122	122 First Trust Global Tactical Commodity Strategy Fund FTGC $2.46B	$218K	0.01%	+8,601	New	+$218K
123	123 iShares ESG Optimized MSCI USA ETF SUSA $3.56B	$215K	0.01%	+1,886	New	+$215K
124	124 iShares High Yield Corporate Bond BuyWrite Strategy ETF HYGW $230M	$214K	0.01%	+6,790	New	+$214K
125	125 Invesco BulletShares 2027 Corporate Bond ETF BSCR $3.72B	$208K	0.01%	10,642 +183	+2%	+$3.58K