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
151
$36.5K 0.06%
375
152
$36.1K 0.06%
860
153
$35.9K 0.06%
794
154
$35.6K 0.06%
3,152
155
$33.7K 0.05%
430
-40
156
$33.6K 0.05%
126
157
$33.1K 0.05%
525
158
$33K 0.05%
425
-50
159
$32.9K 0.05%
937
-50
160
$32.8K 0.05%
125
161
$32.3K 0.05%
156
162
$31K 0.05%
125
163
$30.2K 0.05%
173
164
$30.1K 0.05%
699
165
$28.8K 0.05%
170
166
$28K 0.04%
255
-38
167
$27.9K 0.04%
210
168
$26.8K 0.04%
125
169
$26.4K 0.04%
100
170
$25.3K 0.04%
240
-120
171
$25.2K 0.04%
57
172
$25.1K 0.04%
245
173
$23.6K 0.04%
420
174
$22.7K 0.04%
300
-50
175
$22.7K 0.04%
900
-50
5 6
7
8 9