NF
Norwood Financial Portfolio holdings
AUM $69.3M
1-Year Return
18.84%
This Quarter Return
+8.83%
1 Year Return
+18.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$72.1M
AUM Growth
–
Cap. Flow
+$72.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.17%
Holding
270
New
270
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Norwood Financial Corp
NWFL
|
+$10.1M |
| 2 |
Vanguard Growth ETF
VUG
|
+$3.54M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.76M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$2.69M |
| 5 |
Microsoft
MSFT
|
+$2.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.8% |
| 2 | Technology | 12.66% |
| 3 | Healthcare | 9.13% |
| 4 | Industrials | 7.95% |
| 5 | Consumer Staples | 4.67% |
