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
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.15M
3
+$664K
4
F icon
Ford
F
+$596K
5
FTS icon
Fortis
FTS
+$588K

Top Sells

1
+$3.5M
2
+$2.62M
3
+$2.11M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.31M
5
SMMF
Summit Financial Group, Inc.
SMMF
+$1.28M

Sector Composition

1 Industrials 22.43%
2 Financials 22.16%
3 Technology 10.97%
4 Energy 9.4%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.94%
9,548
-967
27
$2.13M 0.94%
68,985
-3,279
28
$2.04M 0.9%
24,600
-900
29
$2.04M 0.9%
16,789
-1,489
30
$1.91M 0.84%
22,080
-24,488
31
$1.87M 0.83%
25,456
-736
32
$1.48M 0.66%
35,748
-200
33
$1.44M 0.64%
9,660
-1,115
34
$1.38M 0.61%
30,000
-2,500
35
$1.37M 0.61%
17,895
-300
36
$1.15M 0.51%
+28,563
37
$1.1M 0.49%
3,644
-101
38
$1.06M 0.47%
7,378
+2,024
39
– –
0
40
$1M 0.44%
16,032
-1,267
41
$991K 0.44%
6,249
-106
42
$914K 0.4%
11,500
-100
43
$903K 0.4%
9,869
-392
44
$857K 0.38%
12,681
-1,501
45
$856K 0.38%
6,351
46
$851K 0.38%
23,483
+1,158
47
$679K 0.3%
6,531
+533
48
$664K 0.29%
+6,145
49
$646K 0.29%
4,821
+736
50
$646K 0.29%
12,085
+167
1
2
3 4 5