We are live on ! Find out more
ST

Sageworth Trust Portfolio holdings

AUM $2.33B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Sells

1 +$16.6M
2 +$14M
3 +$9.31M
4
VTV icon
Vanguard Value ETF
VTV
+$4.81M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.64M

Sector Composition

1 Healthcare 0.82%
2 Financials 0.35%
3 Consumer Discretionary 0.35%
4 Technology 0.19%
5 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-57
227
-23
228
-284
229
-16
230
-80
231
-328
232
-9
233
-23
234
-125
235
-614
236
-43
237
-120
238
-208
239
-368
240
-16
241
-77
242
-55
243
-23
244
-55
245
-193
246
-215
247
-1,350
248
-115
249
-27
250
-81