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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
676
$1K ﹤0.01%
48
-162
677
$1K ﹤0.01%
16
-54
678
$1K ﹤0.01%
14
-47
679
$1K ﹤0.01%
79
-266
680
$1K ﹤0.01%
13
-47
681
$1K ﹤0.01%
49
-166
682
$1K ﹤0.01%
56
-189
683
$1K ﹤0.01%
31
-104
684
$1K ﹤0.01%
39
-131
685
$1K ﹤0.01%
48
-162
686
$1K ﹤0.01%
20
-70
687
$1K ﹤0.01%
25
-85
688
$1K ﹤0.01%
121
-404
689
$1K ﹤0.01%
13
-42
690
$1K ﹤0.01%
32
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691
$1K ﹤0.01%
21
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692
$1K ﹤0.01%
91
-304
693
$1K ﹤0.01%
88
-297
694
$1K ﹤0.01%
11
-39
695
$1K ﹤0.01%
40
-135
696
$1K ﹤0.01%
18
-62
697
$1K ﹤0.01%
11
-39
698
$1K ﹤0.01%
16
-59
699
$1K ﹤0.01%
27
-93
700
$1K ﹤0.01%
13
-47
26 27
28
29 30