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
$63.5M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$82.3K
3
+$81.3K
4
FDX icon
FedEx
FDX
+$55.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$48.8K

Top Sells

1
+$366K
2
+$236K
3
+$198K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$178K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$91K

Sector Composition

1 Financials 24.87%
2 Technology 11.12%
3 Healthcare 10.37%
4 Industrials 9.11%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$93.3K 0.15%
255
102
$88.4K 0.14%
2,655
-220
103
$88.3K 0.14%
2,550
+1,130
104
$87.8K 0.14%
590
105
$87.6K 0.14%
2,647
-25
106
$86.9K 0.14%
500
107
$86K 0.14%
1,850
108
$85.6K 0.13%
2,275
-195
109
$83.7K 0.13%
1,157
110
$83.7K 0.13%
690
111
$83.6K 0.13%
118
112
$82.9K 0.13%
940
113
$81.9K 0.13%
1,350
114
$73.5K 0.12%
726
115
$69.1K 0.11%
755
116
$68.9K 0.11%
875
117
$68.1K 0.11%
435
118
$67.3K 0.11%
575
-350
119
$65.7K 0.1%
1,444
120
$65.2K 0.1%
200
121
$63.5K 0.1%
740
122
$62.7K 0.1%
1,795
-220
123
$62K 0.1%
1,240
124
$61.7K 0.1%
200
125
$61.1K 0.1%
250
3 4
5
6 7