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
$1.68B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$19.9M
2 +$3.66M
3 +$1.38M
4
LIN icon
Linde
LIN
+$1.38M
5
SPGI icon
S&P Global
SPGI
+$1.34M

Top Sells

1 +$9.5M
2 +$5.08M
3 +$3.7M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.3M
5
ABBV icon
AbbVie
ABBV
+$2.4M

Sector Composition

1 Financials 0.95%
2 Healthcare 0.83%
3 Consumer Discretionary 0.37%
4 Technology 0.37%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-625
127
-2,210
128
-1,450
129
-762
130
-3,131