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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
551
$3K ﹤0.01%
41
-139
552
$3K ﹤0.01%
41
-139
553
$3K ﹤0.01%
78
-262
554
$3K ﹤0.01%
25
-85
555
$3K ﹤0.01%
23
-77
556
$3K ﹤0.01%
101
-339
557
$3K ﹤0.01%
36
-124
558
$3K ﹤0.01%
53
-177
559
$3K ﹤0.01%
27
-93
560
$3K ﹤0.01%
50
-170
561
$3K ﹤0.01%
50
-170
562
$3K ﹤0.01%
32
-108
563
$3K ﹤0.01%
69
-231
564
$3K ﹤0.01%
32
-108
565
$3K ﹤0.01%
43
-195
566
$2K ﹤0.01%
49
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567
$2K ﹤0.01%
21
568
$2K ﹤0.01%
18
-62
569
$2K ﹤0.01%
84
-281
570
$2K ﹤0.01%
32
-108
571
$2K ﹤0.01%
70
-235
572
$2K ﹤0.01%
150
-500
573
$2K ﹤0.01%
43
-147
574
$2K ﹤0.01%
30
-100
575
$2K ﹤0.01%
33
-111
21 22
23
24 25