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 +$65.8K
2 +$65K
3 +$55.8K
4
GS icon
Goldman Sachs
GS
+$44K
5
ACN icon
Accenture
ACN
+$32K

Top Sells

1 +$775K
2 +$117K
3 +$40.4K
4
VTV icon
Vanguard Value ETF
VTV
+$39.5K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$17.5K

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
276
$1K ﹤0.01%
75
277
$1K ﹤0.01%
100
278
$0 ﹤0.01%
205
279
$0 ﹤0.01%
50
280
$0 ﹤0.01%
6