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
$575M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Sells

1 +$2.46M
2 +$1.7M
3 +$1.38M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$375K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$336K

Sector Composition

1 Healthcare 3.11%
2 Financials 0.67%
3 Industrials 0.14%
4 Technology 0.05%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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