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
$264M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$742K
3 +$677K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$428K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$127K

Top Sells

1 +$7.36M
2 +$5.78M
3 +$2.29M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$744K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$564K

Sector Composition

1 Healthcare 3.68%
2 Financials 0.09%
3 Communication Services 0%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,903
27
-587,892
28
-3,270
29
-5,010