ST

Sageworth Trust Portfolio holdings

AUM $2.33B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$10.7M
3 +$10.2M
4
NVDA icon
NVIDIA
NVDA
+$7.91M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.85M

Top Sells

1 +$12.3M
2 +$1.77M
3 +$1.27M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.11M
5
VT icon
Vanguard Total World Stock ETF
VT
+$969K

Sector Composition

1 Technology 3.42%
2 Financials 1.8%
3 Industrials 1.56%
4 Healthcare 1.38%
5 Communication Services 1.31%