ST
Sageworth Trust Portfolio holdings
AUM
$1.81B
1-Year Return
14.79%
This Quarter Return
+14.5%
1 Year Return
+14.79%
3 Year Return
+50.08%
5 Year Return
+75.03%
10 Year Return
+109.26%
AUM
$1.1B
AUM Growth
+$170M
(+18%)
Cap. Flow
+$38.2M
Cap. Flow
% of AUM
3.48%
Top 10 Holdings %
Top 10 Hldgs %
88.44%
Holding
223
New
42
Increased
57
Reduced
19
Closed
13
Top Buys
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$13.4M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$6.26M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$5.16M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.84M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.33M |
Sector Composition
| 1 | Healthcare | 1% |
| 2 | Financials | 0.94% |
| 3 | Technology | 0.23% |
| 4 | Industrials | 0.13% |
| 5 | Communication Services | 0.12% |
