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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
$1.25B
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
905
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.08M
3
+$3.95M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.86M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.28M

Top Sells

1
+$3.22M
2
+$1.63M
3
+$1.6M
4
TRV icon
Travelers Companies
TRV
+$1.11M
5
UP icon
Wheels Up
UP
+$955K

Sector Composition

1 Healthcare 1.75%
2 Financials 1.13%
3 Consumer Discretionary 1.01%
4 Industrials 0.69%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10K ﹤0.01%
175
-100
552
$10K ﹤0.01%
480
553
$10K ﹤0.01%
112
554
$10K ﹤0.01%
300
555
$10K ﹤0.01%
100
556
$10K ﹤0.01%
300
557
$10K ﹤0.01%
82
558
$10K ﹤0.01%
872
559
$10K ﹤0.01%
160
560
$10K ﹤0.01%
120
561
$10K ﹤0.01%
73
562
$10K ﹤0.01%
204
563
$10K ﹤0.01%
240
564
$10K ﹤0.01%
160
565
$10K ﹤0.01%
490
566
$10K ﹤0.01%
190
567
$10K ﹤0.01%
650
568
$10K ﹤0.01%
120
569
$9K ﹤0.01%
1,150
570
$9K ﹤0.01%
150
571
$9K ﹤0.01%
427
572
$9K ﹤0.01%
70
573
$9K ﹤0.01%
920
574
$9K ﹤0.01%
405
575
$9K ﹤0.01%
60
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