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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
751
$1K ﹤0.01%
99
-331
752
$1K ﹤0.01%
22
-7
753
$1K ﹤0.01%
94
-316
754
$1K ﹤0.01%
92
-308
755
$1K ﹤0.01%
164
-546
756
$1K ﹤0.01%
34
-116
757
$1K ﹤0.01%
27
-93
758
$1K ﹤0.01%
26
-88
759
$1K ﹤0.01%
13
-47
760
$1K ﹤0.01%
20
-72
761
$1K ﹤0.01%
49
-166
762
$1K ﹤0.01%
94
-316
763
$1K ﹤0.01%
46
-154
764
$1K ﹤0.01%
23
-77
765
$1K ﹤0.01%
108
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766
$1K ﹤0.01%
56
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767
$1K ﹤0.01%
9
-31
768
$1K ﹤0.01%
22
-75
769
$1K ﹤0.01%
13
-47
770
$1K ﹤0.01%
43
-147
771
$1K ﹤0.01%
36
-124
772
$1K ﹤0.01%
9
-31
773
$1K ﹤0.01%
23
-77
774
$1K ﹤0.01%
6
-24
775
$1K ﹤0.01%
110
-370
29 30
31
32 33