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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
$752M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$19.8M
3
+$16.5M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$15.7M
5
IAU icon
iShares Gold Trust
IAU
+$10.5M

Top Sells

1
+$10.5M
2
+$1.75M
3
+$728K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$473K
5
LM
Legg Mason, Inc.
LM
+$133K

Sector Composition

1 Healthcare 2.56%
2 Financials 2.32%
3 Industrials 0.25%
4 Technology 0.13%
5 Communication Services 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+22
152
$1K ﹤0.01%
+20
153
$1K ﹤0.01%
+4
154
$1K ﹤0.01%
+6
155
$1K ﹤0.01%
+20
156
$1K ﹤0.01%
+10
157
$1K ﹤0.01%
10
-241
158
$1K ﹤0.01%
+12
159
$1K ﹤0.01%
+8
160
$1K ﹤0.01%
+30
161
$1K ﹤0.01%
+32
162
$1K ﹤0.01%
+12
163
$1K ﹤0.01%
+13
164
$1K ﹤0.01%
+24
165
$1K ﹤0.01%
+13
166
$1K ﹤0.01%
+50
167
$1K ﹤0.01%
+12
168
$1K ﹤0.01%
+8
169
$1K ﹤0.01%
24
-736
170
$1K ﹤0.01%
+32
171
$1K ﹤0.01%
+10
172
$1K ﹤0.01%
+8
173
$1K ﹤0.01%
50
-1,650
174
$1K ﹤0.01%
+37
175
$0 ﹤0.01%
+3
5 6
7
8 9