NF

Norwood Financial Portfolio holdings

AUM $69.3M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.5M
AUM Growth
-$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$77.2K
2
+$71K
3
+$53.8K
4
GS icon
Goldman Sachs
GS
+$48.6K
5
LRCX icon
Lam Research
LRCX
+$38.3K

Top Sells

1
+$795K
2
+$125K
3
+$43.3K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$42.7K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.5K

Sector Composition

1 Financials 22.19%
2 Technology 11.21%
3 Healthcare 10.22%
4 Industrials 8.91%
5 Consumer Staples 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K 0.01%
113
-112
252
$4K 0.01%
100
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$4K 0.01%
100
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$3K 0.01%
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$3K 0.01%
200
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$3K 0.01%
+36
257
$3K 0.01%
100
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$3K 0.01%
110
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$3K 0.01%
302
260
$3K 0.01%
90
261
$3K 0.01%
567
262
$3K 0.01%
100
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$3K 0.01%
132
264
$2K ﹤0.01%
100
265
$2K ﹤0.01%
100
266
$2K ﹤0.01%
108
267
$2K ﹤0.01%
200
268
$2K ﹤0.01%
50
269
$2K ﹤0.01%
100
-100
270
$2K ﹤0.01%
300
271
$1K ﹤0.01%
100
272
$1K ﹤0.01%
100
273
$1K ﹤0.01%
100
274
$1K ﹤0.01%
197
275
$1K ﹤0.01%
35
8 9 10
11
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