ST

Sageworth Trust Portfolio holdings

AUM $1.81B
1-Year Est. Return 14.79%
This Quarter Est. Return
1 Year Est. Return
+14.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$845M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$4.43M
3
+$3.84M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.96M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.69M

Top Sells

1
+$11.5M
2
+$425K
3
+$151K
4
AFI
Armstrong Flooring, Inc.
AFI
+$136K
5
JNJ icon
Johnson & Johnson
JNJ
+$125K

Sector Composition

1 Financials 3.02%
2 Healthcare 2.34%
3 Consumer Staples 0.31%
4 Industrials 0.28%
5 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
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