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
$255M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.45M
3
+$1.62M
4
T icon
AT&T
T
+$698K
5
PM icon
Philip Morris
PM
+$622K

Top Sells

1
+$6.46M
2
+$5.78M
3
+$3.91M
4
NFG icon
National Fuel Gas
NFG
+$798K
5
OC icon
Owens Corning
OC
+$757K

Sector Composition

1 Technology 27.8%
2 Financials 18.48%
3 Energy 13.65%
4 Industrials 8%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.23%
9,341
+985
52
$536K 0.21%
7,284
-191
53
$535K 0.21%
11,236
+1,666
54
$529K 0.21%
25,381
+3,768
55
$519K 0.2%
15,058
56
$507K 0.2%
7,552
-624
57
$502K 0.2%
7,389
-2,426
58
$492K 0.19%
3,305
-1,080
59
$478K 0.19%
17,224
-7,589
60
$470K 0.18%
9,061
+485
61
$457K 0.18%
5,310
62
$417K 0.16%
5,854
+25
63
$401K 0.16%
12,712
+730
64
$399K 0.16%
+9,201
65
$395K 0.16%
4,096
+86
66
$395K 0.16%
9,157
-17,552
67
$393K 0.15%
12,691
+590
68
$391K 0.15%
3,654
-1,631
69
$379K 0.15%
8,632
70
$376K 0.15%
3,329
-250
71
$375K 0.15%
3,845
-1,255
72
$370K 0.15%
14,553
73
$368K 0.14%
6,560
74
$358K 0.14%
4,636
75
$357K 0.14%
4,100
1 2
3
4 5