ST
Sageworth Trust Portfolio holdings
AUM
$1.81B
1-Year Return
14.79%
This Quarter Return
+9.31%
1 Year Return
+14.79%
3 Year Return
+50.08%
5 Year Return
+75.03%
10 Year Return
+109.26%
AUM
$1.26B
AUM Growth
+$127M
(+11%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
82.02%
Holding
497
New
126
Increased
47
Reduced
23
Closed
18
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.57M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.79M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$3.51M |
| 4 |
Vanguard Value ETF
VTV
|
$2.98M |
| 5 |
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% |
