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 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
201
$12K ﹤0.01%
90
202
$11K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
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$10K ﹤0.01%
732
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$9K ﹤0.01%
157
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$9K ﹤0.01%
110
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$9K ﹤0.01%
53
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$8K ﹤0.01%
498
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$8K ﹤0.01%
120
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$8K ﹤0.01%
161
+61
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$8K ﹤0.01%
385
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$8K ﹤0.01%
62
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$8K ﹤0.01%
1,000
218
$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$7K ﹤0.01%
100
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$7K ﹤0.01%
235
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$7K ﹤0.01%
76
+13
224
$7K ﹤0.01%
74
225
$7K ﹤0.01%
105
+25