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
$1.42B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Sells

1 +$16.5M
2 +$14.7M
3 +$9.31M
4
VTV icon
Vanguard Value ETF
VTV
+$4.92M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.77M

Sector Composition

1 Healthcare 0.82%
2 Financials 0.35%
3 Consumer Discretionary 0.35%
4 Technology 0.19%
5 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-214
477
-258
478
-92
479
-1,304
480
-63
481
-102