ST

Sageworth Trust Portfolio holdings

AUM $2.33B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$64.2M
2 +$23.8M
3 +$20.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.8M

Sector Composition

1 Financials 1.05%
2 Healthcare 1.03%
3 Technology 0.22%
4 Energy 0.21%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K ﹤0.01%
120
202
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36
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41
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62
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193
-3,941
211
$7K ﹤0.01%
498
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1,000
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$6K ﹤0.01%
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100
222
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$6K ﹤0.01%
63
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73
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225
$6K ﹤0.01%
385