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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
$1.29B
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
501
$3K ﹤0.01%
23
-77
502
$3K ﹤0.01%
78
-262
503
$3K ﹤0.01%
152
-508
504
$3K ﹤0.01%
43
-147
505
$3K ﹤0.01%
11
-39
506
$3K ﹤0.01%
36
-124
507
$3K ﹤0.01%
34
-116
508
$3K ﹤0.01%
39
-131
509
$3K ﹤0.01%
110
-370
510
$3K ﹤0.01%
34
-116
511
$3K ﹤0.01%
48
-162
512
$3K ﹤0.01%
199
-666
513
$3K ﹤0.01%
50
-170
514
$3K ﹤0.01%
55
-185
515
$3K ﹤0.01%
23
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516
$3K ﹤0.01%
69
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517
$3K ﹤0.01%
30
-100
518
$3K ﹤0.01%
136
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519
$3K ﹤0.01%
27
-93
520
$3K ﹤0.01%
64
-216
521
$3K ﹤0.01%
115
-385
522
$3K ﹤0.01%
41
-139
523
$3K ﹤0.01%
97
-323
524
$3K ﹤0.01%
31
-104
525
$3K ﹤0.01%
192
-643
19 20
21
22 23