ST

Sageworth Trust Portfolio holdings

AUM $1.81B
1-Year Est. Return 14.79%
This Quarter Est. Return
1 Year Est. Return
+14.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$489M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$2.05M
3 +$100K
4
INTC icon
Intel
INTC
+$93K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$61K

Top Sells

1 +$2.51M
2 +$1.48M
3 +$937K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$760K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$624K

Sector Composition

1 Healthcare 2.4%
2 Financials 0.41%
3 Industrials 0.14%
4 Technology 0.07%
5 Utilities 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-63,407
77
$0 ﹤0.01%
+10