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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
$1.29B
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$9.74M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.11M
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$2.51M

Top Sells

1
+$11.5M
2
+$5.1M
3
+$4.69M
4
VT icon
Vanguard Total World Stock ETF
VT
+$4.35M
5
SLV icon
iShares Silver Trust
SLV
+$3.72M

Sector Composition

1 Healthcare 1.19%
2 Financials 0.71%
3 Consumer Discretionary 0.26%
4 Industrials 0.23%
5 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
50
327
$7K ﹤0.01%
149
-496
328
$7K ﹤0.01%
62
-210
329
$7K ﹤0.01%
43
-147
330
$7K ﹤0.01%
36
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331
$7K ﹤0.01%
40
332
$7K ﹤0.01%
139
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333
$7K ﹤0.01%
247
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334
$7K ﹤0.01%
127
335
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13
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336
$7K ﹤0.01%
32
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337
$7K ﹤0.01%
154
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338
$7K ﹤0.01%
50
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339
$7K ﹤0.01%
67
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340
$7K ﹤0.01%
76
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$7K ﹤0.01%
295
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342
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11
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343
$7K ﹤0.01%
318
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344
$7K ﹤0.01%
50
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345
$7K ﹤0.01%
8
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346
$7K ﹤0.01%
441
-1,895
347
$7K ﹤0.01%
41
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348
$6K ﹤0.01%
57
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349
$6K ﹤0.01%
53
-177
350
$6K ﹤0.01%
31
-104
12 13
14
15 16