ST

Sageworth Trust Portfolio holdings

AUM $1.81B
1-Year Est. Return 14.79%
This Quarter Est. Return
1 Year Est. Return
+14.79%
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 +$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$803K
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$722K

Top Sells

1 +$39.4M
2 +$15.3M
3 +$3.67M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.92M
5
WOW icon
WideOpenWest
WOW
+$1.04M

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
626
$9K ﹤0.01%
+470
627
$8K ﹤0.01%
+215
628
$8K ﹤0.01%
+200
629
$8K ﹤0.01%
+365
630
$8K ﹤0.01%
+140
631
$8K ﹤0.01%
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632
$8K ﹤0.01%
+200
633
$8K ﹤0.01%
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634
$8K ﹤0.01%
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635
$8K ﹤0.01%
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636
$8K ﹤0.01%
+300
637
$8K ﹤0.01%
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638
$8K ﹤0.01%
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639
$8K ﹤0.01%
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640
$8K ﹤0.01%
100
641
$8K ﹤0.01%
+350
642
$8K ﹤0.01%
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643
$8K ﹤0.01%
+430
644
$8K ﹤0.01%
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645
$8K ﹤0.01%
+780
646
$8K ﹤0.01%
+82
647
$8K ﹤0.01%
+420
648
$8K ﹤0.01%
+220
649
$8K ﹤0.01%
+480
650
$8K ﹤0.01%
+180