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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
$1.26B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.01M
3
+$6.03M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.03M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.77M

Top Sells

1
+$7.67M
2
+$4.82M
3
+$3.51M
4
VTV icon
Vanguard Value ETF
VTV
+$2.92M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.16M

Sector Composition

1 Healthcare 1.06%
2 Financials 0.87%
3 Technology 0.2%
4 Industrials 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-4,350
477
– –
-660
478
– –
-110,704
479
– –
-19
480
– –
-1,201
481
– –
-49
482
$0 ﹤0.01%
+3
483
$0 ﹤0.01%
+12
484
– –
-53
485
$0 ﹤0.01%
+6
486
– –
-67
487
$0 ﹤0.01%
10
488
$0 ﹤0.01%
6
489
$0 ﹤0.01%
2
490
$0 ﹤0.01%
81
491
– –
-78
492
$0 ﹤0.01%
+3
493
$0 ﹤0.01%
+7
494
$0 ﹤0.01%
31
495
– –
-21
496
$0 ﹤0.01%
9
497
$0 ﹤0.01%
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