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
$193M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.65M
3
+$479K
4
V icon
Visa
V
+$423K
5
VZ icon
Verizon
VZ
+$396K

Top Sells

1
+$2.21M
2
+$1.76M
3
+$1.62M
4
XOM icon
Exxon Mobil
XOM
+$1.24M
5
NRP icon
Natural Resource Partners
NRP
+$1.22M

Sector Composition

1 Technology 25.34%
2 Financials 24.42%
3 Energy 9.45%
4 Healthcare 8.57%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.88%
14,064
-3,571
27
$1.56M 0.81%
38,896
+504
28
$1.35M 0.7%
11,397
+34
29
$1.35M 0.7%
19,121
30
$1.25M 0.65%
5,019
-181
31
$1.24M 0.64%
25,722
+953
32
$1.15M 0.59%
12,268
-355
33
$1.04M 0.54%
7,495
-955
34
$879K 0.45%
16,169
+600
35
$869K 0.45%
15,992
+484
36
$840K 0.43%
19,309
+9,113
37
– –
0
38
$778K 0.4%
66,100
39
$649K 0.34%
8,493
+716
40
$646K 0.33%
5,479
+380
41
$598K 0.31%
44,093
+13,485
42
$578K 0.3%
19,199
+34
43
$543K 0.28%
7,193
+54
44
$529K 0.27%
16,960
+9,100
45
$513K 0.27%
6,006
+936
46
$494K 0.26%
10,105
-565
47
$494K 0.26%
9,000
48
$492K 0.25%
6,134
+52
49
$449K 0.23%
5,120
50
$446K 0.23%
7,527
-3,701
1
2
3 4 5