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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
451
$4K ﹤0.01%
137
-458
452
$4K ﹤0.01%
115
-385
453
$4K ﹤0.01%
57
-193
454
$4K ﹤0.01%
22
-78
455
$4K ﹤0.01%
83
-277
456
$4K ﹤0.01%
71
-240
457
$4K ﹤0.01%
80
-280
458
$4K ﹤0.01%
88
-297
459
$4K ﹤0.01%
27
-93
460
$4K ﹤0.01%
32
-108
461
$4K ﹤0.01%
143
-477
462
$4K ﹤0.01%
106
-354
463
$4K ﹤0.01%
9
-31
464
$4K ﹤0.01%
127
-423
465
$4K ﹤0.01%
48
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466
$4K ﹤0.01%
121
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467
$4K ﹤0.01%
134
-446
468
$4K ﹤0.01%
23
-77
469
$4K ﹤0.01%
25
-85
470
$4K ﹤0.01%
115
-385
471
$4K ﹤0.01%
66
-223
472
$4K ﹤0.01%
30
-104
473
$4K ﹤0.01%
78
-262
474
$4K ﹤0.01%
67
-223
475
$4K ﹤0.01%
90
-300
17 18
19
20 21