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
$1.55B
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$12.9M
2 +$7.55M
3 +$7.34M
4
VTV icon
Vanguard Value ETF
VTV
+$5.22M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.98M

Sector Composition

1 Healthcare 1.09%
2 Financials 0.8%
3 Consumer Discretionary 0.28%
4 Technology 0.2%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.01%
+823
77
$39.1K ﹤0.01%
15,000
78
-53,629
79
-1,142