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
$1.26B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$8.84M
3
+$6.02M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.16M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.84M

Top Sells

1
+$7.57M
2
+$4.79M
3
+$3.51M
4
VTV icon
Vanguard Value ETF
VTV
+$2.98M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.24M

Sector Composition

1 Healthcare 1.06%
2 Financials 0.87%
3 Technology 0.2%
4 Industrials 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29K ﹤0.01%
121
+11
152
$29K ﹤0.01%
137
153
$28K ﹤0.01%
900
154
$27K ﹤0.01%
500
155
$27K ﹤0.01%
296
+13
156
$27K ﹤0.01%
153
+21
157
$27K ﹤0.01%
1,242
158
$26K ﹤0.01%
104
+6
159
$26K ﹤0.01%
150
160
$26K ﹤0.01%
411
161
$26K ﹤0.01%
+860
162
$26K ﹤0.01%
542
163
$25K ﹤0.01%
102
164
$25K ﹤0.01%
150
165
$25K ﹤0.01%
283
166
$25K ﹤0.01%
354
167
$24K ﹤0.01%
556
168
$22K ﹤0.01%
319
169
$22K ﹤0.01%
497
170
$22K ﹤0.01%
218
+18
171
$21K ﹤0.01%
+200
172
$21K ﹤0.01%
305
+21
173
$20K ﹤0.01%
1,691
174
$20K ﹤0.01%
199
175
$20K ﹤0.01%
710
5 6
7
8 9