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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
726
$1K ﹤0.01%
94
-316
727
$1K ﹤0.01%
128
-427
728
$1K ﹤0.01%
13
-47
729
$1K ﹤0.01%
117
-393
730
$1K ﹤0.01%
40
-135
731
$1K ﹤0.01%
87
-293
732
$1K ﹤0.01%
180
-600
733
$1K ﹤0.01%
54
-181
734
$1K ﹤0.01%
31
-104
735
$1K ﹤0.01%
108
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736
$1K ﹤0.01%
36
-124
737
$1K ﹤0.01%
25
-85
738
$1K ﹤0.01%
18
-62
739
$1K ﹤0.01%
27
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740
$1K ﹤0.01%
101
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741
$1K ﹤0.01%
11
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742
$1K ﹤0.01%
30
-100
743
$1K ﹤0.01%
15
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744
$1K ﹤0.01%
25
-85
745
$1K ﹤0.01%
9
-34
746
$1K ﹤0.01%
2
-8
747
$1K ﹤0.01%
16
-54
748
$1K ﹤0.01%
74
-250
749
$1K ﹤0.01%
33
-112
750
$1K ﹤0.01%
30
-100
28 29
30
31 32