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
$230M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$470K
4
DINO icon
HF Sinclair
DINO
+$461K
5
UNP icon
Union Pacific
UNP
+$365K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$803K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$664K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$611K

Sector Composition

1 Industrials 23.16%
2 Financials 19.97%
3 Technology 11.9%
4 Healthcare 9.1%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.95%
16,882
+93
27
$2.15M 0.94%
9,127
-421
28
$2.15M 0.94%
15,057
-1,015
29
$1.99M 0.87%
24,775
-681
30
$1.94M 0.84%
22,076
-4
31
$1.73M 0.75%
53,301
-15,684
32
$1.64M 0.71%
33,020
+3,020
33
$1.58M 0.69%
11,697
+4,319
34
$1.53M 0.67%
9,596
-64
35
$1.52M 0.66%
35,743
-5
36
$1.38M 0.6%
17,833
-62
37
– –
0
38
$1.12M 0.49%
3,594
-50
39
$1.1M 0.48%
9,758
-111
40
$1.04M 0.45%
16,032
41
$1.03M 0.45%
12,916
+1,416
42
$991K 0.43%
9,290
+2,759
43
$937K 0.41%
6,818
+467
44
$924K 0.4%
27,863
+8,841
45
$906K 0.39%
12,681
46
$887K 0.39%
7,409
+2,609
47
$867K 0.38%
24,028
+545
48
$811K 0.35%
4,872
-1,377
49
$766K 0.33%
4,921
+146
50
$723K 0.32%
4,921
+100
1
2
3 4 5