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

Top Buys

1
+$11M
2
+$9.01M
3
+$6.03M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.03M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.77M

Top Sells

1
+$7.67M
2
+$4.82M
3
+$3.51M
4
VTV icon
Vanguard Value ETF
VTV
+$2.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.16M

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
351
$2K ﹤0.01%
+65
352
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+6
353
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+8
354
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+6
355
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55
356
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+22
357
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27
358
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23
359
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60
360
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83
361
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+3
362
$2K ﹤0.01%
+23
363
$2K ﹤0.01%
+232
364
$2K ﹤0.01%
85
365
$2K ﹤0.01%
+6
366
$2K ﹤0.01%
+61
367
$2K ﹤0.01%
+11
368
$2K ﹤0.01%
50
369
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29
-261
370
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+38
371
$2K ﹤0.01%
+14
372
$2K ﹤0.01%
9
373
$2K ﹤0.01%
43
-150
374
$2K ﹤0.01%
+11
375
$2K ﹤0.01%
28
13 14
15
16 17