We are live on ! Find out more
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
$1.42B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$21.6M
3
+$6.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.66M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$5.33M

Top Sells

1
+$16.6M
2
+$14M
3
+$9.31M
4
VTV icon
Vanguard Value ETF
VTV
+$4.81M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.64M

Sector Composition

1 Healthcare 0.82%
2 Financials 0.35%
3 Consumer Discretionary 0.35%
4 Technology 0.19%
5 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,000
177
– –
-1,033
178
– –
-263
179
– –
-307
180
– –
-43
181
– –
-120
182
– –
-1,590
183
– –
-98
184
– –
-157
185
– –
-1,897
186
– –
-137
187
– –
-106
188
– –
-213
189
– –
-34
190
– –
-746
191
– –
-75
192
– –
-43
193
– –
-61
194
– –
-120
195
– –
-1,362
196
– –
-610
197
– –
-50
198
– –
-17
199
– –
-100
200
– –
-825
6 7
8
9 10