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
$218M
AUM Growth
+$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$380K
3
+$274K
4
LLY icon
Eli Lilly
LLY
+$210K
5
CSX icon
CSX Corp
CSX
+$205K

Top Sells

1
+$1.49M
2
+$1.32M
3
+$462K
4
MSFT icon
Microsoft
MSFT
+$417K
5
QCOM icon
Qualcomm
QCOM
+$385K

Sector Composition

1 Industrials 22.8%
2 Financials 21.28%
3 Technology 11.59%
4 Energy 9.27%
5 Healthcare 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.04%
10,515
27
$2.23M 1.03%
25,500
-200
28
$2.23M 1.03%
18,928
-271
29
$2.11M 0.97%
18,278
-907
30
$2M 0.92%
12,002
+6,346
31
$1.75M 0.8%
26,192
+70
32
$1.59M 0.73%
10,775
33
$1.53M 0.7%
32,500
-250
34
$1.52M 0.7%
35,948
-1,866
35
$1.35M 0.62%
18,195
36
$1.31M 0.6%
32,862
-37,444
37
$1.31M 0.6%
53,427
+15,498
38
$1.28M 0.59%
66,930
39
$1.09M 0.5%
17,299
40
$1.06M 0.49%
3,745
-70
41
$998K 0.46%
10,261
-3,339
42
$983K 0.45%
21,149
-28,442
43
$965K 0.44%
6,355
-395
44
$938K 0.43%
11,600
-517
45
$897K 0.41%
14,182
-775
46
– –
0
47
$843K 0.39%
22,325
-424
48
$789K 0.36%
6,351
49
$744K 0.34%
5,354
-125
50
$673K 0.31%
6,185
1
2
3 4 5