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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
851
– –
-630
852
– –
-70
853
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-85
854
– –
-410
855
– –
-50
856
– –
-36,786
857
– –
-1
858
$0 ﹤0.01%
27
-93
859
$0 ﹤0.01%
1
-4
860
$0 ﹤0.01%
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-5
861
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13
-47
862
$0 ﹤0.01%
34
-116
863
– –
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864
$0 ﹤0.01%
20
-70
865
$0 ﹤0.01%
20
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866
$0 ﹤0.01%
9
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867
$0 ﹤0.01%
20
-70
868
$0 ﹤0.01%
23
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869
$0 ﹤0.01%
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870
$0 ﹤0.01%
16
-54
871
$0 ﹤0.01%
34
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872
$0 ﹤0.01%
16
-54
873
– –
-80
874
– –
-110,261
875
$0 ﹤0.01%
55
-185
32 33 34
35
36