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 Buys

1
+$11M
2
+$8.84M
3
+$6.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.16M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.84M

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
276
$4K ﹤0.01%
+31
277
$4K ﹤0.01%
5
278
$4K ﹤0.01%
90
279
$4K ﹤0.01%
78
280
$4K ﹤0.01%
97
281
$4K ﹤0.01%
18
282
$4K ﹤0.01%
64
283
$4K ﹤0.01%
57
284
$4K ﹤0.01%
43
285
$4K ﹤0.01%
92
286
$4K ﹤0.01%
55
287
$4K ﹤0.01%
32
288
$4K ﹤0.01%
101
289
$4K ﹤0.01%
55
290
$4K ﹤0.01%
50
291
$4K ﹤0.01%
46
292
$4K ﹤0.01%
48
293
$4K ﹤0.01%
32
+12
294
$3K ﹤0.01%
+54
295
$3K ﹤0.01%
+11
296
$3K ﹤0.01%
90
297
$3K ﹤0.01%
+57
298
$3K ﹤0.01%
+9
299
$3K ﹤0.01%
57
300
$3K ﹤0.01%
18
10 11
12
13 14