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
$226M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.02M
3
+$632K
4
GE icon
GE Aerospace
GE
+$297K
5
DVY icon
iShares Select Dividend ETF
DVY
+$279K

Top Sells

1
+$4.45M
2
+$4.25M
3
+$2.2M
4
XOM icon
Exxon Mobil
XOM
+$1.28M
5
CVX icon
Chevron
CVX
+$1.25M

Sector Composition

1 Technology 26.31%
2 Financials 23.02%
3 Energy 10.66%
4 Healthcare 10.5%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.67%
38,392
27
$1.5M 0.67%
24,769
-383
28
$1.47M 0.65%
11,363
29
$1.42M 0.63%
5,200
-1,207
30
$1.31M 0.58%
8,450
-104
31
$1.3M 0.57%
42,160
+1,204
32
$1.28M 0.57%
19,121
33
$1.23M 0.54%
12,623
-1,348
34
– –
0
35
$1.08M 0.48%
18,974
+1,100
36
$1.06M 0.47%
37,340
37
$1.04M 0.46%
15,508
-1,000
38
$765K 0.34%
6,138
+1,822
39
$762K 0.34%
15,569
-231
40
$746K 0.33%
11,228
-2,800
41
$741K 0.33%
66,100
+3,600
42
$679K 0.3%
7,777
+377
43
$646K 0.29%
5,099
+19
44
$632K 0.28%
+4,117
45
$587K 0.26%
5,120
-600
46
$583K 0.26%
19,165
+83
47
$576K 0.25%
2,795
+902
48
$575K 0.25%
12,746
-94,170
49
$533K 0.24%
7,139
+2,840
50
$524K 0.23%
5,070
+125
1
2
3 4 5