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
$1.26B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Sells

1 +$7.57M
2 +$4.79M
3 +$3.51M
4
VTV icon
Vanguard Value ETF
VTV
+$2.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.24M

Sector Composition

1 Healthcare 1.06%
2 Financials 0.87%
3 Technology 0.2%
4 Industrials 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5K ﹤0.01%
135
252
$5K ﹤0.01%
41
253
$5K ﹤0.01%
50
254
$5K ﹤0.01%
106
255
$5K ﹤0.01%
45
+5
256
$5K ﹤0.01%
50
257
$5K ﹤0.01%
41
258
$5K ﹤0.01%
+166
259
$5K ﹤0.01%
143
260
$5K ﹤0.01%
36
261
$5K ﹤0.01%
73
262
$5K ﹤0.01%
206
263
$5K ﹤0.01%
30
264
$4K ﹤0.01%
891
265
$4K ﹤0.01%
198
266
$4K ﹤0.01%
36
267
$4K ﹤0.01%
46
268
$4K ﹤0.01%
+37
269
$4K ﹤0.01%
120
270
$4K ﹤0.01%
25
271
$4K ﹤0.01%
55
272
$4K ﹤0.01%
39
273
$4K ﹤0.01%
84
274
$4K ﹤0.01%
+9
275
$4K ﹤0.01%
53