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
$252M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$518K
3
+$380K
4
CVS icon
CVS Health
CVS
+$237K
5
ABT icon
Abbott
ABT
+$233K

Top Sells

1
+$6.18M
2
+$3.2M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$313K
5
XOM icon
Exxon Mobil
XOM
+$239K

Sector Composition

1 Technology 26.17%
2 Financials 19.46%
3 Energy 14.58%
4 Industrials 8.68%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.22%
8,176
+162
52
$548K 0.22%
+5,285
53
$535K 0.21%
7,475
-348
54
$530K 0.21%
15,058
-740
55
$519K 0.21%
67,725
+465
56
$507K 0.2%
10,040
+460
57
$496K 0.2%
4,296
+1,581
58
$479K 0.19%
8,356
+1,455
59
$476K 0.19%
9,570
+2,938
60
$459K 0.18%
5,100
+124
61
$450K 0.18%
5,310
62
$447K 0.18%
6,025
+145
63
$428K 0.17%
8,576
+1,716
64
$424K 0.17%
3,580
+210
65
$413K 0.16%
5,875
+1
66
$407K 0.16%
12,101
+2,868
67
$402K 0.16%
5,829
-357
68
$400K 0.16%
11,982
+3,018
69
$395K 0.16%
15,725
+3,325
70
$393K 0.16%
3,579
71
$392K 0.16%
9,385
+52
72
$392K 0.16%
5,175
-1,335
73
$388K 0.15%
5,216
+1,333
74
$385K 0.15%
21,613
+5,407
75
$381K 0.15%
14,553
1 2
3
4 5