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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
$1.27B
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.1M
3
+$2.6M
4
GLD icon
SPDR Gold Trust
GLD
+$824K
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$708K

Top Sells

1
+$39.4M
2
+$14.5M
3
+$3.64M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.87M
5
WOW
WideOpenWest
WOW
+$784K

Sector Composition

1 Healthcare 1.93%
2 Financials 1.28%
3 Consumer Discretionary 1.11%
4 Industrials 0.92%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$10K ﹤0.01%
204
-480
602
$10K ﹤0.01%
+276
603
$10K ﹤0.01%
+510
604
$10K ﹤0.01%
+380
605
$10K ﹤0.01%
+140
606
$10K ﹤0.01%
+170
607
$10K ﹤0.01%
+890
608
$10K ﹤0.01%
+50
609
$9K ﹤0.01%
+920
610
$9K ﹤0.01%
+200
611
$9K ﹤0.01%
+480
612
$9K ﹤0.01%
+112
613
$9K ﹤0.01%
+10
614
$9K ﹤0.01%
+60
615
$9K ﹤0.01%
+160
616
$9K ﹤0.01%
+120
617
$9K ﹤0.01%
+300
618
$9K ﹤0.01%
+100
619
$9K ﹤0.01%
+134
620
$9K ﹤0.01%
+750
621
$9K ﹤0.01%
+120
622
$9K ﹤0.01%
+450
623
$9K ﹤0.01%
+470
624
$9K ﹤0.01%
+43
625
$9K ﹤0.01%
+190
23 24
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