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
$267M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$827K
3
+$725K
4
DINO icon
HF Sinclair
DINO
+$655K
5
F icon
Ford
F
+$539K

Top Sells

1
+$5.16M
2
+$1.15M
3
+$997K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 27.69%
2 Financials 18.09%
3 Energy 13.65%
4 Industrials 8.44%
5 Consumer Staples 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.73%
15,496
-392
27
$1.74M 0.65%
56,447
+26,765
28
$1.72M 0.64%
9,912
-204
29
$1.72M 0.64%
16,414
-414
30
$1.58M 0.59%
25,357
-841
31
$1.48M 0.56%
14,393
+4,828
32
$1.45M 0.54%
20,265
-363
33
$1.38M 0.52%
11,483
-423
34
$1.37M 0.51%
11,494
+4,438
35
$1.33M 0.5%
50,496
-6,616
36
$1.22M 0.46%
22,141
+7,416
37
$1.19M 0.45%
4,561
-32
38
$1.17M 0.44%
29,746
-1,869
39
$1.15M 0.43%
26,224
+14,988
40
$1.04M 0.39%
8,345
+3,250
41
$1M 0.37%
11,268
+2,548
42
$983K 0.37%
+9,473
43
$962K 0.36%
17,044
-800
44
$925K 0.35%
53,672
+31,269
45
$826K 0.31%
17,044
-150
46
$780K 0.29%
10,421
-84
47
$734K 0.28%
6,984
48
$703K 0.26%
16,755
-300
49
$699K 0.26%
10,000
50
$641K 0.24%
29,181
+3,800
1
2
3 4 5