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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
601
$2K ﹤0.01%
36
-124
602
$2K ﹤0.01%
124
-416
603
$2K ﹤0.01%
41
-139
604
$2K ﹤0.01%
9
-34
605
$2K ﹤0.01%
173
-577
606
$2K ﹤0.01%
103
-347
607
$2K ﹤0.01%
62
-208
608
$2K ﹤0.01%
83
-277
609
$2K ﹤0.01%
63
-213
610
$2K ﹤0.01%
117
-393
611
$2K ﹤0.01%
67
-223
612
$2K ﹤0.01%
110
-370
613
$2K ﹤0.01%
55
-185
614
$2K ﹤0.01%
39
-131
615
$2K ﹤0.01%
171
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616
$2K ﹤0.01%
16
-54
617
$2K ﹤0.01%
32
-108
618
$2K ﹤0.01%
113
-377
619
$2K ﹤0.01%
51
-174
620
$2K ﹤0.01%
43
-147
621
$2K ﹤0.01%
50
-170
622
$2K ﹤0.01%
62
-208
623
$2K ﹤0.01%
117
-393
624
$2K ﹤0.01%
67
-223
625
$2K ﹤0.01%
120
-400
23 24
25
26 27