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
$270M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$449K
3
+$362K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$238K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$222K

Top Sells

1
+$4.23M
2
+$1.24M
3
+$768K
4
PRU icon
Prudential Financial
PRU
+$625K
5
AAPL icon
Apple
AAPL
+$540K

Sector Composition

1 Technology 26.24%
2 Financials 20.24%
3 Energy 10.67%
4 Healthcare 8.76%
5 Consumer Staples 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.74%
16,416
-318
27
$1.88M 0.7%
44,392
-1,912
28
$1.77M 0.65%
25,152
-46
29
$1.66M 0.62%
15,890
30
$1.58M 0.59%
11,483
31
$1.54M 0.57%
19,980
32
$1.53M 0.57%
13,972
-350
33
$1.49M 0.55%
11,170
-324
34
$1.32M 0.49%
8,606
-1,476
35
$1.28M 0.48%
46,020
-4,476
36
$1.19M 0.44%
22,036
-629
37
$1.19M 0.44%
4,493
+7
38
$1.15M 0.43%
74,172
39
$1.08M 0.4%
16,508
-603
40
$967K 0.36%
13,913
-17,884
41
$957K 0.35%
25,524
-700
42
$928K 0.34%
8,345
43
$880K 0.33%
9,566
44
$865K 0.32%
10,686
45
$857K 0.32%
14,528
-400
46
$778K 0.29%
15,800
-900
47
$762K 0.28%
6,594
48
$695K 0.26%
17,700
+11,443
49
$646K 0.24%
7,091
50
$642K 0.24%
6,789
-200
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