NF

Norwood Financial Portfolio holdings

AUM $69.3M
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.5M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$82.3K
3
+$81.3K
4
FDX icon
FedEx
FDX
+$55.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$48.8K

Top Sells

1
+$366K
2
+$236K
3
+$198K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$178K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$91K

Sector Composition

1 Financials 24.87%
2 Technology 11.12%
3 Healthcare 10.37%
4 Industrials 9.11%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.06K 0.01%
100
-25
227
$7.96K 0.01%
175
228
$7.79K 0.01%
90
-25
229
$7.78K 0.01%
25
230
$7.72K 0.01%
200
231
$7.57K 0.01%
435
232
$7.46K 0.01%
75
233
$7.42K 0.01%
14
234
$7.18K 0.01%
450
235
$6.92K 0.01%
865
-125
236
$6.85K 0.01%
15
237
$6.39K 0.01%
200
238
$6.01K 0.01%
146
239
$5.97K 0.01%
25
240
$5.79K 0.01%
25
241
$5.29K 0.01%
100
242
$5.13K 0.01%
300
243
$4.76K 0.01%
113
244
$4.74K 0.01%
50
245
$4.69K 0.01%
275
246
$4.55K 0.01%
30
247
$4.48K 0.01%
112
248
$4.39K 0.01%
100
249
$4.37K 0.01%
90
250
$4.36K 0.01%
100
8 9
10
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