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
$264M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$1.52M
3
+$582K
4
T icon
AT&T
T
+$350K
5
F icon
Ford
F
+$303K

Top Sells

1
+$6.96M
2
+$5.37M
3
+$762K
4
AAPL icon
Apple
AAPL
+$380K
5
KO icon
Coca-Cola
KO
+$336K

Sector Composition

1 Technology 28.47%
2 Financials 18.12%
3 Energy 12.4%
4 Consumer Staples 8.11%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.23%
7,091
+2,991
52
$574K 0.22%
29,681
+500
53
$569K 0.22%
9,191
+500
54
$549K 0.21%
16,032
+1,000
55
$524K 0.2%
9,000
-1,000
56
$522K 0.2%
17,909
+341
57
$517K 0.2%
7,098
-143
58
$500K 0.19%
12,825
-178,597
59
$470K 0.18%
9,201
-1,636
60
$455K 0.17%
9,021
-40
61
$437K 0.17%
3,987
+333
62
$436K 0.16%
5,829
-25
63
$425K 0.16%
6,385
-289
64
$419K 0.16%
14,400
+336
65
$406K 0.15%
4,055
+45
66
$396K 0.15%
3,890
+45
67
$372K 0.14%
67,725
68
$371K 0.14%
14,553
69
$366K 0.14%
4,890
+980
70
$365K 0.14%
4,105
-1,034
71
$360K 0.14%
33,735
-597
72
$360K 0.14%
3,254
73
$353K 0.13%
6,252
+1,000
74
$347K 0.13%
3,834
-532
75
$337K 0.13%
10,300
1 2
3
4 5