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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
576
$2K ﹤0.01%
212
-708
577
$2K ﹤0.01%
34
-116
578
$2K ﹤0.01%
46
-154
579
$2K ﹤0.01%
9
-31
580
$2K ﹤0.01%
116
-389
581
$2K ﹤0.01%
23
-77
582
$2K ﹤0.01%
50
-170
583
$2K ﹤0.01%
34
-116
584
$2K ﹤0.01%
16
-54
585
$2K ﹤0.01%
13
-47
586
$2K ﹤0.01%
103
-347
587
$2K ﹤0.01%
55
-185
588
$2K ﹤0.01%
16
-54
589
$2K ﹤0.01%
27
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590
$2K ﹤0.01%
69
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591
$2K ﹤0.01%
36
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592
$2K ﹤0.01%
9
-32
593
$2K ﹤0.01%
79
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594
$2K ﹤0.01%
110
-370
595
$2K ﹤0.01%
32
-108
596
$2K ﹤0.01%
27
-93
597
$2K ﹤0.01%
30
-104
598
$2K ﹤0.01%
60
-200
599
$2K ﹤0.01%
166
-1
600
$2K ﹤0.01%
73
-247
22 23
24
25 26