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
$267M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$827K
3
+$725K
4
DINO icon
HF Sinclair
DINO
+$655K
5
F icon
Ford
F
+$539K

Top Sells

1
+$5.16M
2
+$1.15M
3
+$997K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 27.69%
2 Financials 18.09%
3 Energy 13.65%
4 Industrials 8.44%
5 Consumer Staples 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.23%
6,890
-650
52
$566K 0.21%
15,032
-26
53
$562K 0.21%
11,479
-1,293
54
$554K 0.21%
8,691
-650
55
$546K 0.2%
7,974
+422
56
$508K 0.19%
17,568
+344
57
$504K 0.19%
7,241
-148
58
$500K 0.19%
67,725
59
$485K 0.18%
6,674
-610
60
$478K 0.18%
10,837
+1,636
61
$476K 0.18%
9,061
62
$455K 0.17%
5,139
-4,907
63
$454K 0.17%
3,845
64
$438K 0.16%
14,064
+1,352
65
$434K 0.16%
5,854
66
$406K 0.15%
4,010
-86
67
$397K 0.15%
3,654
68
$393K 0.15%
4,366
-944
69
$381K 0.14%
3,254
-75
70
$365K 0.14%
4,100
71
$365K 0.14%
14,553
72
$354K 0.13%
9,157
73
$353K 0.13%
34,332
-1,734
74
$352K 0.13%
10,300
+1,300
75
$344K 0.13%
4,740
1 2
3
4 5