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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
$1.25B
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.08M
3
+$3.95M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.86M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.28M

Top Sells

1
+$3.22M
2
+$1.63M
3
+$1.6M
4
TRV icon
Travelers Companies
TRV
+$1.11M
5
UP icon
Wheels Up
UP
+$955K

Sector Composition

1 Healthcare 1.75%
2 Financials 1.13%
3 Consumer Discretionary 1.01%
4 Industrials 0.69%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
530
402
$17K ﹤0.01%
70
403
$17K ﹤0.01%
374
-4,454
404
$17K ﹤0.01%
40
405
$17K ﹤0.01%
580
406
$17K ﹤0.01%
470
407
$17K ﹤0.01%
390
408
$17K ﹤0.01%
352
409
$17K ﹤0.01%
150
410
$16K ﹤0.01%
80
411
$16K ﹤0.01%
225
-150
412
$16K ﹤0.01%
315
413
$16K ﹤0.01%
1,180
414
$16K ﹤0.01%
530
415
$16K ﹤0.01%
430
416
$16K ﹤0.01%
210
417
$16K ﹤0.01%
460
418
$16K ﹤0.01%
110
419
$16K ﹤0.01%
311
420
$16K ﹤0.01%
385
421
$16K ﹤0.01%
370
422
$16K ﹤0.01%
140
423
$16K ﹤0.01%
290
424
$16K ﹤0.01%
276
-40
425
$16K ﹤0.01%
110
15 16
17
18 19