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
$252M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$518K
3
+$380K
4
CVS icon
CVS Health
CVS
+$237K
5
ABT icon
Abbott
ABT
+$233K

Top Sells

1
+$6.18M
2
+$3.2M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$313K
5
XOM icon
Exxon Mobil
XOM
+$239K

Sector Composition

1 Technology 26.17%
2 Financials 19.46%
3 Energy 14.58%
4 Industrials 8.68%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.75%
76,768
27
$1.87M 0.74%
10,448
-105
28
$1.71M 0.68%
18,628
-511
29
$1.63M 0.65%
26,387
-370
30
$1.4M 0.56%
11,966
-478
31
$1.36M 0.54%
36,329
+340
32
$1.33M 0.53%
20,628
-356
33
$1.16M 0.46%
4,738
-251
34
$1.14M 0.45%
21,564
-870
35
$1.09M 0.43%
26,709
-10,953
36
$914K 0.36%
17,194
-2,647
37
$834K 0.33%
8,984
+1,227
38
$804K 0.32%
8,720
-143
39
$758K 0.3%
29,225
+5,636
40
$707K 0.28%
7,448
-552
41
$705K 0.28%
10,918
42
$696K 0.28%
9,815
43
$692K 0.27%
24,813
+442
44
$692K 0.27%
10,000
-1,000
45
$679K 0.27%
17,695
46
$671K 0.27%
8,093
-414
47
$650K 0.26%
6,277
+608
48
$618K 0.25%
4,385
+130
49
$614K 0.24%
12,515
-1,026
50
$583K 0.23%
4,936
+725
1
2
3 4 5