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
$275M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Sells

1 +$2.07M
2 +$1.59M
3 +$264K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.43K

Sector Composition

1 Healthcare 3.58%
2 Energy 0.17%
3 Financials 0.1%
4 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210K 0.08%
+7,903
27
$205K 0.07%
+8,000
28
-6,865
29
-13,333