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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
701
$1K ﹤0.01%
23
-77
702
$1K ﹤0.01%
28
-97
703
$1K ﹤0.01%
27
-93
704
$1K ﹤0.01%
46
-154
705
$1K ﹤0.01%
23
-77
706
$1K ﹤0.01%
34
-116
707
$1K ﹤0.01%
67
-223
708
$1K ﹤0.01%
27
-93
709
$1K ﹤0.01%
9
-31
710
$1K ﹤0.01%
46
-154
711
$1K ﹤0.01%
11
-39
712
$1K ﹤0.01%
30
-100
713
$1K ﹤0.01%
116
-389
714
$1K ﹤0.01%
57
-193
715
$1K ﹤0.01%
36
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716
$1K ﹤0.01%
232
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717
$1K ﹤0.01%
40
-135
718
$1K ﹤0.01%
103
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719
$1K ﹤0.01%
69
-231
720
$1K ﹤0.01%
25
-85
721
$1K ﹤0.01%
16
-54
722
$1K ﹤0.01%
20
-70
723
$1K ﹤0.01%
32
-108
724
$1K ﹤0.01%
11
-39
725
$1K ﹤0.01%
18
27 28
29
30 31