NF

Norwood Financial Portfolio holdings

AUM $69.3M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.1M
AUM Growth
-$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$73.2K
2 +$62.2K
3 +$56.5K
4
ET icon
Energy Transfer Partners
ET
+$41.9K
5
BAC icon
Bank of America
BAC
+$39.6K

Top Sells

1 +$106K
2 +$66.3K
3 +$53.3K
4
BK icon
Bank of New York Mellon
BK
+$53.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$41K

Sector Composition

1 Financials 22.37%
2 Technology 13.08%
3 Healthcare 9.69%
4 Industrials 9.22%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$64.3K 0.1%
5,100
127
$62.1K 0.1%
400
128
$61.9K 0.1%
487
+195
129
$61.5K 0.1%
435
130
$61.4K 0.1%
740
131
$58.9K 0.09%
350
132
$58.4K 0.09%
1,310
133
$57.8K 0.09%
585
134
$57.4K 0.09%
200
135
$56.1K 0.09%
898
136
$55.4K 0.09%
1,000
-90
137
$55.1K 0.09%
702
138
$53.1K 0.08%
310
139
$53K 0.08%
915
140
$49.9K 0.08%
600
141
$49.6K 0.08%
574
142
$49.1K 0.08%
150
143
$48.1K 0.08%
750
144
$45.6K 0.07%
860
145
$45.6K 0.07%
1,200
146
$45K 0.07%
460
147
$42.4K 0.07%
1,625
148
$42.2K 0.07%
3,785
+1,025
149
$41.9K 0.07%
+3,360
150
$41.2K 0.07%
900