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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
$1.27B
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.1M
3
+$2.6M
4
GLD icon
SPDR Gold Trust
GLD
+$824K
5
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$708K

Top Sells

1
+$39.4M
2
+$14.5M
3
+$3.64M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.87M
5
WOW
WideOpenWest
WOW
+$784K

Sector Composition

1 Healthcare 1.93%
2 Financials 1.28%
3 Consumer Discretionary 1.11%
4 Industrials 0.92%
5 Technology 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4K ﹤0.01%
+245
777
$4K ﹤0.01%
+70
778
$4K ﹤0.01%
+160
779
$4K ﹤0.01%
+40
780
$4K ﹤0.01%
+20
781
$4K ﹤0.01%
+80
782
$4K ﹤0.01%
+75
783
$4K ﹤0.01%
+420
784
$4K ﹤0.01%
+305
785
$4K ﹤0.01%
+340
786
$4K ﹤0.01%
+70
787
$4K ﹤0.01%
+130
788
$4K ﹤0.01%
+120
789
$4K ﹤0.01%
+70
790
$4K ﹤0.01%
25
-170
791
$4K ﹤0.01%
+50
792
$3K ﹤0.01%
+245
793
$3K ﹤0.01%
+120
794
$3K ﹤0.01%
98
795
$3K ﹤0.01%
+70
796
$3K ﹤0.01%
+335
797
$3K ﹤0.01%
+40
798
$3K ﹤0.01%
+100
799
$3K ﹤0.01%
+480
800
$3K ﹤0.01%
+680
30 31
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