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
$310M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$1.8M
3 +$936K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$49.6K
5
JNJ icon
Johnson & Johnson
JNJ
+$48.7K

Sector Composition

1 Healthcare 3.99%
2 Industrials 0.17%
3 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$349K 0.11%
28,383
27
$315K 0.1%
2,035
28
$282K 0.09%
2,761
29
$272K 0.09%
2,000
30
$260K 0.08%
1,940
31
$238K 0.08%
2,204
32
$216K 0.07%
8,000
33
-5,000