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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
426
$4K ﹤0.01%
87
-293
427
$4K ﹤0.01%
55
-185
428
$4K ﹤0.01%
23
-77
429
$4K ﹤0.01%
127
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430
$4K ﹤0.01%
180
-600
431
$4K ﹤0.01%
60
-240
432
$4K ﹤0.01%
90
-300
433
$4K ﹤0.01%
135
-465
434
$4K ﹤0.01%
272
-908
435
$4K ﹤0.01%
62
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436
$4K ﹤0.01%
71
-239
437
$4K ﹤0.01%
85
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438
$4K ﹤0.01%
68
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439
$4K ﹤0.01%
116
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440
$4K ﹤0.01%
106
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441
$4K ﹤0.01%
26
442
$4K ﹤0.01%
162
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443
$4K ﹤0.01%
106
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444
$4K ﹤0.01%
205
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445
$4K ﹤0.01%
16
-54
446
$4K ﹤0.01%
25
-85
447
$4K ﹤0.01%
64
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448
$4K ﹤0.01%
55
-185
449
$4K ﹤0.01%
131
-439
450
$4K ﹤0.01%
115
-385
16 17
18
19 20