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
376
$2K ﹤0.01%
29
-261
377
$2K ﹤0.01%
+43
378
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+14
379
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9
380
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43
-150
381
$2K ﹤0.01%
+11
382
$2K ﹤0.01%
28
383
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23
384
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16
385
$2K ﹤0.01%
30
386
$2K ﹤0.01%
78
387
$1K ﹤0.01%
+10
388
$1K ﹤0.01%
+26
389
$1K ﹤0.01%
+10
390
$1K ﹤0.01%
+5
391
$1K ﹤0.01%
+6
392
$1K ﹤0.01%
+173
393
$1K ﹤0.01%
40
394
$1K ﹤0.01%
+33
395
$1K ﹤0.01%
+16
396
$1K ﹤0.01%
+9
397
$1K ﹤0.01%
+16
398
$1K ﹤0.01%
38
399
$1K ﹤0.01%
+5
400
$1K ﹤0.01%
+4
14 15
16
17 18