UBWV

United Bank (West Virginia) Portfolio holdings

AUM $252M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$31.2M
3
+$13.1M
4
CVX icon
Chevron
CVX
+$8.92M
5
T icon
AT&T
T
+$6.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.98%
2 Financials 19.89%
3 Energy 16.12%
4 Consumer Staples 8.23%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.76%
+22,248
27
$1.61M 0.73%
+76,768
28
$1.35M 0.61%
+27,104
29
$1.22M 0.55%
+35,989
30
$1.19M 0.54%
+20,984
31
$1.13M 0.51%
+12,385
32
$1.05M 0.47%
+4,989
33
$986K 0.44%
+23,846
34
$889K 0.4%
+19,891
35
$780K 0.35%
+9,537
36
$750K 0.34%
+10,918
37
$704K 0.32%
+13,996
38
$648K 0.29%
+8,868
39
$616K 0.28%
+17,595
40
$603K 0.27%
+11,000
41
$593K 0.27%
+9,815
42
$585K 0.26%
+8,000
43
$573K 0.26%
+14,883
44
$526K 0.24%
+23,970
45
$519K 0.23%
+21,419
46
$475K 0.21%
+6,537
47
$461K 0.21%
+4,255
48
$459K 0.21%
+8,014
49
$457K 0.21%
+7,823
50
$452K 0.2%
+6,686
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