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NF
Norwood Financial Portfolio holdings
AUM
$69.3M
1-Year Est. Return
18.84%
This Fund
S&P 500
1 Year Est. Return
+18.84%
AUM
$66M
AUM Growth
+$4.17M
(+6.7%)
Holding
286
Top Buys
| 1 | +$92.7K | |
| 2 | +$73.4K | |
| 3 | +$61.7K | |
| 4 |
Emerson Electric
EMR
|
+$60.4K |
| 5 |
Deere & Co
DE
|
+$60.3K |
Top Sells
| 1 | +$905K | |
| 2 | +$581K | |
| 3 | +$181K | |
| 4 |
PepsiCo
PEP
|
+$157K |
| 5 |
Vanguard Growth ETF
VUG
|
+$138K |
Sector Composition
| 1 | Financials | 25.48% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 9.52% |
| 4 | Healthcare | 8.17% |
| 5 | Consumer Staples | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Woodside Energy
WDS
$43.9B
| $1.52K | ﹤0.01% |
72
-36
|
|
||
277
F&G Annuities & Life
FG
$3.83B
| $1.06K | ﹤0.01% |
23
-1
|
|
||
|
FSR
278
DELISTED
Fisker Inc.
FSR
| $350 | ﹤0.01% |
200
|
|
||
279
Nokia
NOK
$82.6B
| $307 | ﹤0.01% |
90
-107
|
|
||
280
Ameriprise Financial
AMP
$41.3B
| – | – |
-25
|
|
||
281
Cracker Barrel
CBRL
$1.04B
| – | – |
-50
|
|
||
|
GES
282
DELISTED
Guess Inc
GES
| – | – |
-100
|
|
||
283
Haleon
HLN
$40.3B
| – | – |
-100
|
|
||
284
Teva Pharmaceuticals
TEVA
$40.3B
| – | – |
-50
|
|
||
285
Wabtec
WAB
$45B
| – | – |
-6
|
|
||
286
Lloyds Banking Group
LYG
$80.1B
| – | – |
-205
|
|