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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
526
$3K ﹤0.01%
72
-243
527
$3K ﹤0.01%
32
-108
528
$3K ﹤0.01%
64
-216
529
$3K ﹤0.01%
101
-339
530
$3K ﹤0.01%
55
-185
531
$3K ﹤0.01%
36
-124
532
$3K ﹤0.01%
47
-158
533
$3K ﹤0.01%
71
-239
534
$3K ﹤0.01%
67
-223
535
$3K ﹤0.01%
196
-654
536
$3K ﹤0.01%
20
-70
537
$3K ﹤0.01%
9
-31
538
$3K ﹤0.01%
11
-39
539
$3K ﹤0.01%
39
-131
540
$3K ﹤0.01%
21
541
$3K ﹤0.01%
83
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542
$3K ﹤0.01%
746
-2,484
543
$3K ﹤0.01%
334
-1,116
544
$3K ﹤0.01%
78
-262
545
$3K ﹤0.01%
53
-177
546
$3K ﹤0.01%
175
-585
547
$3K ﹤0.01%
36
-124
548
$3K ﹤0.01%
134
-446
549
$3K ﹤0.01%
41
-139
550
$3K ﹤0.01%
46
-154
20 21
22
23 24