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
$219M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.79M
3
+$2.64M
4
F icon
Ford
F
+$2.63M
5
DD icon
DuPont de Nemours
DD
+$2.62M

Top Sells

1
+$3.66M
2
+$3.28M
3
+$3.2M
4
BAX icon
Baxter International
BAX
+$1.95M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.9M

Sector Composition

1 Industrials 21.66%
2 Financials 21.12%
3 Technology 11.11%
4 Energy 8.34%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.14%
+31,333
27
$2.23M 1.02%
+25,904
28
$2.21M 1.01%
22,557
-37,328
29
$2.2M 1.01%
10,696
-1,438
30
$2.19M 1%
14,381
+25
31
$2.12M 0.97%
75,444
+1,265
32
$2.04M 0.93%
19,936
33
$1.76M 0.81%
27,822
+1,100
34
$1.69M 0.77%
36,476
-2,420
35
$1.49M 0.68%
10,709
-688
36
$1.49M 0.68%
+33,197
37
$1.44M 0.66%
19,133
-988
38
$1.39M 0.63%
12,791
+619
39
$1.2M 0.55%
4,583
-436
40
$1.03M 0.47%
66,544
+444
41
$994K 0.45%
6,867
-628
42
$977K 0.45%
+12,117
43
$957K 0.44%
16,752
+760
44
$886K 0.41%
14,153
-81
45
$730K 0.33%
5,479
46
$703K 0.32%
6,351
-139
47
$691K 0.32%
17,102
-46,903
48
$673K 0.31%
16,396
-47,515
49
$664K 0.3%
4,429
+800
50
$610K 0.28%
11,282
-9,027
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