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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$31.2M
3
+$13.1M
4
CVX icon
Chevron
CVX
+$8.92M
5
T icon
AT&T
T
+$6.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.98%
2 Financials 19.89%
3 Energy 16.12%
4 Consumer Staples 8.23%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$450K 0.2%
+15,798
52
$443K 0.2%
+5,226
53
$440K 0.2%
+3,930
54
$390K 0.18%
+5,310
55
$381K 0.17%
+12,160
56
$381K 0.17%
+8,632
57
$380K 0.17%
+6,806
58
$377K 0.17%
+6,510
59
$361K 0.16%
+14,553
60
$354K 0.16%
+4,936
61
$351K 0.16%
+5,735
62
$350K 0.16%
+4,211
63
$350K 0.16%
+5,674
64
$348K 0.16%
+6,751
65
$343K 0.15%
+4,704
66
$339K 0.15%
+3,619
67
$337K 0.15%
+5,464
68
$336K 0.15%
+4,010
69
$334K 0.15%
+2,985
70
$333K 0.15%
+6,860
71
$320K 0.14%
+9,000
72
$318K 0.14%
+8,149
73
$300K 0.14%
+3,874
74
$298K 0.13%
+1,853
75
$291K 0.13%
+9,456
1 2
3
4 5