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
$264M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$1.52M
3
+$582K
4
T icon
AT&T
T
+$350K
5
F icon
Ford
F
+$303K

Top Sells

1
+$6.96M
2
+$5.37M
3
+$762K
4
AAPL icon
Apple
AAPL
+$380K
5
KO icon
Coca-Cola
KO
+$336K

Sector Composition

1 Technology 28.47%
2 Financials 18.12%
3 Energy 12.4%
4 Consumer Staples 8.11%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.76%
57,658
+1,211
27
$1.98M 0.75%
46,304
-7,874
28
$1.97M 0.74%
21,872
-376
29
$1.83M 0.69%
10,082
+170
30
$1.72M 0.65%
25,198
-159
31
$1.69M 0.64%
15,890
-524
32
$1.6M 0.6%
14,322
-71
33
$1.38M 0.52%
11,494
34
$1.38M 0.52%
19,980
-285
35
$1.36M 0.51%
11,483
36
$1.35M 0.51%
50,496
37
$1.28M 0.48%
22,665
+524
38
$1.15M 0.43%
26,224
39
$1.12M 0.42%
4,486
-75
40
$1.1M 0.41%
74,172
+20,500
41
$1.01M 0.38%
9,566
+93
42
$991K 0.37%
11,268
43
$988K 0.37%
17,111
+67
44
$916K 0.35%
8,345
45
$768K 0.29%
10,686
+265
46
$767K 0.29%
16,700
-55
47
$764K 0.29%
14,928
-2,116
48
$650K 0.25%
6,989
+99
49
$649K 0.25%
6,594
-390
50
$636K 0.24%
12,729
+1,250
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