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
$233M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.12M
3
+$612K
4
UPS icon
United Parcel Service
UPS
+$442K
5
T icon
AT&T
T
+$441K

Top Sells

1
+$6.67M
2
+$3.08M
3
+$339K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$251K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$227K

Sector Composition

1 Technology 26.23%
2 Financials 20.26%
3 Energy 14.6%
4 Industrials 8.29%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.23%
7,823
52
$512K 0.22%
8,014
53
$496K 0.21%
15,798
54
$455K 0.2%
6,510
55
$450K 0.19%
4,211
56
$440K 0.19%
4,976
+40
57
$412K 0.18%
6,186
-500
58
$411K 0.18%
5,310
59
$395K 0.17%
5,880
+145
60
$393K 0.17%
9,580
-2,580
61
$383K 0.16%
3,370
+385
62
$381K 0.16%
9,333
-5,550
63
$367K 0.16%
6,901
+150
64
$367K 0.16%
3,579
-40
65
$363K 0.16%
5,874
+200
66
$359K 0.15%
14,553
67
$357K 0.15%
6,806
68
$355K 0.15%
8,632
69
$353K 0.15%
5,150
-314
70
$346K 0.15%
4,010
71
$336K 0.14%
9,000
72
$329K 0.14%
6,860
73
$317K 0.14%
37,029
74
$317K 0.14%
12,400
+195
75
$313K 0.13%
1,853
1 2
3
4 5