We are live on ! Find out more
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
476
$4K ﹤0.01%
85
-285
477
$4K ﹤0.01%
36
-124
478
$4K ﹤0.01%
39
-131
479
$4K ﹤0.01%
34
-116
480
$3K ﹤0.01%
65
-220
481
$3K ﹤0.01%
36
-124
482
$3K ﹤0.01%
298
-992
483
$3K ﹤0.01%
90
-300
484
$3K ﹤0.01%
39
-131
485
$3K ﹤0.01%
27
-93
486
$3K ﹤0.01%
64
-216
487
$3K ﹤0.01%
+91
488
$3K ﹤0.01%
34
-116
489
$3K ﹤0.01%
69
-231
490
$3K ﹤0.01%
41
-139
491
$3K ﹤0.01%
221
-739
492
$3K ﹤0.01%
42
-141
493
$3K ﹤0.01%
265
-885
494
$3K ﹤0.01%
11
-39
495
$3K ﹤0.01%
64
-216
496
$3K ﹤0.01%
72
-243
497
$3K ﹤0.01%
+110
498
$3K ﹤0.01%
32
-108
499
$3K ﹤0.01%
87
-293
500
$3K ﹤0.01%
122
-408
18 19
20
21 22