NF
Norwood Financial Portfolio holdings
AUM $69.3M
1-Year Return
18.84%
This Quarter Return
+5.32%
1 Year Return
+18.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$69.3M
AUM Growth
+$3.28M
(+5%)
Cap. Flow
+$919K
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
40.95%
Holding
291
New
12
Increased
40
Reduced
54
Closed
4
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
+$228K |
| 2 |
VanEck Robotics ETF
IBOT
|
+$143K |
| 3 |
United Parcel Service
UPS
|
+$139K |
| 4 |
Gilead Sciences
GILD
|
+$124K |
| 5 |
Exxon Mobil
XOM
|
+$72.1K |
Top Sells
| 1 |
Pfizer
PFE
|
+$293K |
| 2 |
Applied Materials
AMAT
|
+$109K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$65.4K |
| 4 |
Microsoft
MSFT
|
+$61K |
| 5 |
Capital One
COF
|
+$55.1K |
Sector Composition
| 1 | Financials | 21.57% |
| 2 | Technology | 14.08% |
| 3 | Industrials | 10.33% |
| 4 | Healthcare | 8.12% |
| 5 | Consumer Staples | 4.8% |
