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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
826
$0 ﹤0.01%
3
-10
827
$0 ﹤0.01%
20
-70
828
$0 ﹤0.01%
15
-50
829
– –
-2,289
830
$0 ﹤0.01%
27
-93
831
$0 ﹤0.01%
20
-70
832
$0 ﹤0.01%
15
833
$0 ﹤0.01%
8
-30
834
$0 ﹤0.01%
39
-131
835
$0 ﹤0.01%
9
-31
836
$0 ﹤0.01%
16
-54
837
$0 ﹤0.01%
6
-24
838
$0 ﹤0.01%
18
-62
839
$0 ﹤0.01%
157
-523
840
$0 ﹤0.01%
15
-50
841
$0 ﹤0.01%
21
-73
842
$0 ﹤0.01%
33
-112
843
$0 ﹤0.01%
23
-77
844
– –
-5,400
845
– –
-210
846
– –
-170
847
– –
-210
848
– –
-2,881
849
– –
-160
850
– –
-890
32 33
34
35 36