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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
651
$2K ﹤0.01%
18
-62
652
$2K ﹤0.01%
19
-63
653
$2K ﹤0.01%
97
-323
654
$2K ﹤0.01%
36
-124
655
$2K ﹤0.01%
36
-124
656
$2K ﹤0.01%
98
-329
657
$2K ﹤0.01%
16
-54
658
$1K ﹤0.01%
+13
659
$1K ﹤0.01%
85
-285
660
$1K ﹤0.01%
46
-154
661
$1K ﹤0.01%
48
-162
662
$1K ﹤0.01%
16
-54
663
$1K ﹤0.01%
+16
664
$1K ﹤0.01%
50
665
$1K ﹤0.01%
35
-120
666
$1K ﹤0.01%
18
-62
667
$1K ﹤0.01%
25
668
$1K ﹤0.01%
46
-154
669
$1K ﹤0.01%
41
-139
670
$1K ﹤0.01%
83
-277
671
$1K ﹤0.01%
43
-147
672
$1K ﹤0.01%
30
-100
673
$1K ﹤0.01%
32
-108
674
$1K ﹤0.01%
78
-260
675
$1K ﹤0.01%
77
-258
25 26
27
28 29