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
$233M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.12M
3
+$612K
4
UPS icon
United Parcel Service
UPS
+$442K
5
T icon
AT&T
T
+$441K

Top Sells

1
+$6.67M
2
+$3.08M
3
+$339K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$251K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$227K

Sector Composition

1 Technology 26.23%
2 Financials 20.26%
3 Energy 14.6%
4 Industrials 8.29%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.75%
22,248
27
$1.72M 0.74%
76,768
28
$1.66M 0.71%
19,139
-624
29
$1.49M 0.64%
26,757
-347
30
$1.43M 0.61%
37,662
+29,513
31
$1.31M 0.56%
20,984
32
$1.24M 0.53%
12,444
+59
33
$1.22M 0.52%
35,989
34
$1.13M 0.48%
4,989
35
$1M 0.43%
22,434
-1,412
36
$918K 0.39%
19,841
-50
37
$722K 0.31%
10,918
38
$707K 0.3%
11,000
39
$691K 0.3%
8,863
-5
40
$676K 0.29%
8,507
-1,030
41
$668K 0.29%
8,000
42
$632K 0.27%
13,541
-455
43
$629K 0.27%
67,260
+43,435
44
$624K 0.27%
9,815
45
$607K 0.26%
17,695
+100
46
$600K 0.26%
7,757
+1,220
47
$566K 0.24%
4,255
48
$559K 0.24%
5,669
+443
49
$541K 0.23%
23,589
+2,170
50
$532K 0.23%
24,371
+401
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2
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