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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
801
$1K ﹤0.01%
60
802
$1K ﹤0.01%
27
-93
803
$1K ﹤0.01%
23
-77
804
$1K ﹤0.01%
28
-97
805
$1K ﹤0.01%
13
-47
806
$1K ﹤0.01%
60
-200
807
$1K ﹤0.01%
32
-108
808
$1K ﹤0.01%
38
-127
809
$1K ﹤0.01%
34
-116
810
$1K ﹤0.01%
28
-97
811
– –
-278
812
$0 ﹤0.01%
43
-147
813
– –
-366
814
$0 ﹤0.01%
135
-450
815
$0 ﹤0.01%
18
-58
816
$0 ﹤0.01%
25
-85
817
$0 ﹤0.01%
23
-77
818
$0 ﹤0.01%
34
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819
$0 ﹤0.01%
6
-24
820
$0 ﹤0.01%
2
-8
821
$0 ﹤0.01%
13
822
$0 ﹤0.01%
58
-197
823
$0 ﹤0.01%
+3
824
$0 ﹤0.01%
17
-58
825
$0 ﹤0.01%
21
-74
31 32
33
34 35