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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
376
$5K ﹤0.01%
43
-147
377
$5K ﹤0.01%
18
-62
378
$5K ﹤0.01%
120
-402
379
$5K ﹤0.01%
27
-93
380
$5K ﹤0.01%
20
381
$5K ﹤0.01%
67
-223
382
$5K ﹤0.01%
205
-685
383
$5K ﹤0.01%
108
-362
384
$5K ﹤0.01%
11
-39
385
$5K ﹤0.01%
53
-177
386
$5K ﹤0.01%
122
-408
387
$5K ﹤0.01%
48
-162
388
$5K ﹤0.01%
99
-331
389
$5K ﹤0.01%
120
-400
390
$5K ﹤0.01%
219
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391
$5K ﹤0.01%
90
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392
$5K ﹤0.01%
34
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393
$5K ﹤0.01%
49
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394
$5K ﹤0.01%
247
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395
$5K ﹤0.01%
288
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396
$5K ﹤0.01%
55
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397
$5K ﹤0.01%
34
-116
398
$5K ﹤0.01%
62
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399
$5K ﹤0.01%
53
-177
400
$5K ﹤0.01%
194
-646
14 15
16
17 18