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
651
$8K ﹤0.01%
+220
652
$8K ﹤0.01%
+140
653
$8K ﹤0.01%
+190
654
$7K ﹤0.01%
+80
655
$7K ﹤0.01%
+90
656
$7K ﹤0.01%
+50
657
$7K ﹤0.01%
+150
658
$7K ﹤0.01%
+150
659
$7K ﹤0.01%
+40
660
$7K ﹤0.01%
+380
661
$7K ﹤0.01%
+510
662
$7K ﹤0.01%
+150
663
$7K ﹤0.01%
+340
664
$7K ﹤0.01%
+43
665
$7K ﹤0.01%
+190
666
$7K ﹤0.01%
+120
667
$7K ﹤0.01%
+320
668
$7K ﹤0.01%
+160
669
$7K ﹤0.01%
+92
670
$7K ﹤0.01%
+220
671
$7K ﹤0.01%
+225
672
$7K ﹤0.01%
+170
673
$6K ﹤0.01%
+250
674
$6K ﹤0.01%
380
+300
675
$6K ﹤0.01%
+290