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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
626
$2K ﹤0.01%
27
-93
627
$2K ﹤0.01%
110
-370
628
$2K ﹤0.01%
53
-177
629
$2K ﹤0.01%
33
-117
630
$2K ﹤0.01%
46
-154
631
$2K ﹤0.01%
93
-312
632
$2K ﹤0.01%
100
-335
633
$2K ﹤0.01%
67
-223
634
$2K ﹤0.01%
87
-293
635
$2K ﹤0.01%
55
-185
636
$2K ﹤0.01%
180
-600
637
$2K ﹤0.01%
50
-170
638
$2K ﹤0.01%
201
-671
639
$2K ﹤0.01%
108
-362
640
$2K ﹤0.01%
30
-100
641
$2K ﹤0.01%
53
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642
$2K ﹤0.01%
42
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643
$2K ﹤0.01%
26
-86
644
$2K ﹤0.01%
13
-47
645
$2K ﹤0.01%
156
646
$2K ﹤0.01%
43
-147
647
$2K ﹤0.01%
124
-416
648
$2K ﹤0.01%
9
-31
649
$2K ﹤0.01%
36
-124
650
$2K ﹤0.01%
272
-908
24 25
26
27 28