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
176
$22.4K 0.04%
300
177
$21.4K 0.03%
400
178
$20.8K 0.03%
250
179
$20.7K 0.03%
315
180
$20.5K 0.03%
850
-40
181
$19.6K 0.03%
293
182
$18.6K 0.03%
300
183
$18.3K 0.03%
260
184
$17.9K 0.03%
375
185
$17.4K 0.03%
325
186
$16.7K 0.03%
1,502
-24
187
$16.1K 0.03%
250
188
$16.1K 0.03%
1,696
-24
189
$16K 0.03%
200
190
$15.7K 0.02%
450
191
$15.7K 0.02%
3,000
192
$15.6K 0.02%
189
+5
193
$15.6K 0.02%
75
194
$15.2K 0.02%
120
-20
195
$14.9K 0.02%
335
196
$14.9K 0.02%
394
197
$14.8K 0.02%
225
198
$14.6K 0.02%
800
199
$14.2K 0.02%
200
200
$13.6K 0.02%
500
6 7
8
9 10