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
$61.8M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.6K
2
+$68.2K
3
+$35.3K
4
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$13.6K
5
K icon
Kellanova
K
+$13.4K

Top Sells

1
+$445K
2
+$181K
3
+$105K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$78.9K
5
ORCL icon
Oracle
ORCL
+$72K

Sector Composition

1 Financials 22.78%
2 Technology 13.04%
3 Healthcare 9.09%
4 Industrials 8.99%
5 Consumer Staples 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.65K ﹤0.01%
100
277
$1.38K ﹤0.01%
100
278
$1.28K ﹤0.01%
200
279
$833 ﹤0.01%
100
-490
280
$736 ﹤0.01%
197
281
$672 ﹤0.01%
24
-118
282
$637 ﹤0.01%
6
283
$510 ﹤0.01%
50
284
$434 ﹤0.01%
205
285
– –
-100
286
– –
-75
8 9 10 11
12