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
126
$60.5K 0.1%
702
-33
127
$59.9K 0.09%
1,310
128
$59.3K 0.09%
5,100
+2,050
129
$58.5K 0.09%
1,162
130
$58.1K 0.09%
310
131
$57.2K 0.09%
585
132
$55.3K 0.09%
400
133
$55K 0.09%
898
134
$53.1K 0.08%
1,090
135
$51.5K 0.08%
150
136
$51.2K 0.08%
350
137
$51K 0.08%
574
138
$49.9K 0.08%
1,200
-475
139
$49.7K 0.08%
600
140
$46.9K 0.07%
390
-25
141
$46.8K 0.07%
2,200
142
$46.4K 0.07%
460
143
$46.1K 0.07%
292
144
$43.9K 0.07%
915
-150
145
$43.2K 0.07%
600
146
$41.9K 0.07%
750
147
$40.7K 0.06%
1,625
148
$38K 0.06%
2,760
149
$37.1K 0.06%
900
-40
150
$36.9K 0.06%
355
-5
4 5
6
7 8