SWM

SigFig Wealth Management Portfolio holdings

AUM $2.77B

AUM

$2.77B

AUM Growth

+$4.18M (+0.2%)

Cap. Flow

+$58.9M

Cap. Flow % of AUM

2.13%

Top 10 Holdings %Top 10 Hldgs %

64.84%

Holding

133

New

9

Increased

79

Reduced

38

Closed

6

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	Vanguard Extended Market ETF VXF	$4.35M
3	iShares MSCI EAFE Growth ETF EFG	$3.12M
4	iShares MSCI EAFE Value ETF EFV	$1.57M
5	SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	$870K

Sector Composition

1

Technology

0.01%

#	Name	Market Value	Portfolio Weight	Shares or Principal	Shares Change %	Capital Flow
126	126 Invesco BulletShares 2026 Corporate Bond ETF BSCQ $4.2B	$208K	0.01%	10,674 +133	+1%	+$2.59K
127	127 Invesco BulletShares 2025 Corporate Bond ETF BSCP $3.44B	$206K	0.01%	9,985 +137	+1%	+$2.83K
128	128 BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA $813M	$0	0%	0 -6,308	Closed	–
129	129 iShares US Infrastructure ETF IFRA $2.4B	$0	0%	0 -15,498	Closed	–
130	130 iShares Russell Top 200 Growth ETF IWY $12.8B	$0	0%	0 -38,948	Closed	–
131	131 iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB $975M	$0	0%	0 -19,470	Closed	–
132	132 iShares 20+ Year Treasury Bond ETF TLT $48.2B	$0	0%	0 -26,934	Closed	–
133	133 Invesco S&P MidCap Momentum ETF XMMO $3.72B	$0	0%	0 -55,040	Closed	–