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
$1.13B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$57.7M
2 +$22.2M
3 +$20M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.8M

Sector Composition

1 Financials 1.05%
2 Healthcare 1.03%
3 Technology 0.22%
4 Energy 0.21%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5K ﹤0.01%
309
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30
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$4K ﹤0.01%
27
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55
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39
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120
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100
-3,166
258
$4K ﹤0.01%
+44
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$4K ﹤0.01%
135
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$4K ﹤0.01%
5
261
$4K ﹤0.01%
90
262
$4K ﹤0.01%
78
263
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264
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265
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18
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267
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272
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60
273
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143
274
$4K ﹤0.01%
55
275
$4K ﹤0.01%
32