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
351
$2K ﹤0.01%
16
352
$2K ﹤0.01%
110
353
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34
354
$2K ﹤0.01%
+65
355
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+6
356
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+13
357
$2K ﹤0.01%
+4
358
$2K ﹤0.01%
+8
359
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+6
360
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55
361
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+22
362
$2K ﹤0.01%
27
363
$2K ﹤0.01%
23
364
$2K ﹤0.01%
60
365
$2K ﹤0.01%
94
366
$2K ﹤0.01%
83
367
$2K ﹤0.01%
+3
368
$2K ﹤0.01%
+23
369
$2K ﹤0.01%
+232
370
$2K ﹤0.01%
85
371
$2K ﹤0.01%
62
372
$2K ﹤0.01%
+6
373
$2K ﹤0.01%
+61
374
$2K ﹤0.01%
+11
375
$2K ﹤0.01%
50
13 14
15
16 17