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
$1.28B
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$20.8M
3
+$16.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.17M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.79M

Top Sells

1
+$12.3M
2
+$11.5M
3
+$11.4M
4
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$2.84M
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$1.66M

Sector Composition

1 Healthcare 1.04%
2 Financials 0.75%
3 Consumer Discretionary 0.17%
4 Industrials 0.15%
5 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
32
252
$5K ﹤0.01%
50
253
$5K ﹤0.01%
46
254
$5K ﹤0.01%
198
255
$5K ﹤0.01%
30
256
$5K ﹤0.01%
60
257
$5K ﹤0.01%
80
258
$5K ﹤0.01%
40
259
$5K ﹤0.01%
50
260
$4K ﹤0.01%
90
261
$4K ﹤0.01%
39
-338
262
$4K ﹤0.01%
25
263
$4K ﹤0.01%
55
264
$4K ﹤0.01%
39
265
$4K ﹤0.01%
120
266
$4K ﹤0.01%
20
267
$4K ﹤0.01%
106
268
$4K ﹤0.01%
18
269
$4K ﹤0.01%
64
270
$4K ﹤0.01%
55
271
$4K ﹤0.01%
41
272
$4K ﹤0.01%
83
273
$4K ﹤0.01%
49
274
$4K ﹤0.01%
101
275
$4K ﹤0.01%
53
9 10
11
12 13