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
$270M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$449K
3
+$362K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$238K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$222K

Top Sells

1
+$4.23M
2
+$1.24M
3
+$768K
4
PRU icon
Prudential Financial
PRU
+$625K
5
AAPL icon
Apple
AAPL
+$540K

Sector Composition

1 Technology 26.24%
2 Financials 20.24%
3 Energy 10.67%
4 Healthcare 8.76%
5 Consumer Staples 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.24%
27,881
-1,800
52
$625K 0.23%
3,040
+1,763
53
$606K 0.22%
8,399
-792
54
$595K 0.22%
12,729
55
$593K 0.22%
9,000
56
$583K 0.22%
16,032
57
$520K 0.19%
6,232
-866
58
$481K 0.18%
9,021
59
$469K 0.17%
5,609
-220
60
$462K 0.17%
6,385
61
$449K 0.17%
8,631
-570
62
$443K 0.16%
36,705
+2,970
63
$440K 0.16%
14,400
64
$440K 0.16%
7,219
+2,457
65
$436K 0.16%
16,505
-1,404
66
$423K 0.16%
4,055
67
$402K 0.15%
5,415
+525
68
$398K 0.15%
4,660
+770
69
$394K 0.15%
4,356
-6,912
70
$393K 0.15%
9,767
-3,058
71
$392K 0.15%
6,252
72
$391K 0.14%
4,105
73
$376K 0.14%
13,128
-1,425
74
$371K 0.14%
3,358
-629
75
$362K 0.13%
3,834
1 2
3
4 5