NF
Norwood Financial Portfolio holdings
AUM
$69.3M
1-Year Est. Return
18.84%
1 Year Est. Return
+18.84%
AUM
$66M
AUM Growth
+$4.17M
(+6.7%)
Holding
286
Top Buys
| 1 | +$102K | |
| 2 | +$72.3K | |
| 3 | +$64.2K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$64.1K |
| 5 |
Deere & Co
DE
|
+$64K |
Top Sells
| 1 | +$861K | |
| 2 | +$679K | |
| 3 | +$200K | |
| 4 |
PepsiCo
PEP
|
+$161K |
| 5 |
Vanguard Growth ETF
VUG
|
+$149K |
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
$31.1B
| $1.52K | ﹤0.01% |
72
-36
|
|
||
277
F&G Annuities & Life
FG
$4.7B
| $1.06K | ﹤0.01% |
23
-1
|
|
||
|
FSR
278
DELISTED
Fisker Inc.
FSR
| $350 | ﹤0.01% |
200
|
|
||
279
Nokia
NOK
$35.3B
| $307 | ﹤0.01% |
90
-107
|
|
||
280
Ameriprise Financial
AMP
$46.3B
| – | – |
-25
|
|
||
281
Cracker Barrel
CBRL
$630M
| – | – |
-50
|
|
||
282
Guess Inc
GES
$877M
| – | – |
-100
|
|
||
283
Haleon
HLN
$42.7B
| – | – |
-100
|
|
||
284
Lloyds Banking Group
LYG
$75.5B
| – | – |
-205
|
|
||
285
Teva Pharmaceuticals
TEVA
$34.6B
| – | – |
-50
|
|
||
286
Wabtec
WAB
$37.2B
| – | – |
-6
|
|