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
$236M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$1.35M
3
+$1.14M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$985K
5
SMMF
Summit Financial Group, Inc.
SMMF
+$747K

Top Sells

1
+$3.22M
2
+$3.13M
3
+$3M
4
IP icon
International Paper
IP
+$2.37M
5
UBSI icon
United Bankshares
UBSI
+$2.22M

Sector Composition

1 Technology 26.22%
2 Financials 21.08%
3 Energy 12.22%
4 Healthcare 8.39%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$483K 0.2%
5,049
-1,740
52
$479K 0.2%
4,945
-4,621
53
$471K 0.2%
6,385
54
$467K 0.2%
11,605
-13,919
55
$467K 0.2%
28,937
-45,235
56
$458K 0.19%
5,252
-1,000
57
$447K 0.19%
5,722
-2,677
58
$431K 0.18%
5,609
59
$418K 0.18%
4,055
60
$416K 0.18%
7,348
-1,673
61
$415K 0.18%
15,081
-1,424
62
$414K 0.18%
18,255
-9,626
63
$414K 0.18%
4,168
+63
64
$405K 0.17%
36,705
65
$397K 0.17%
9,157
66
$390K 0.17%
1,893
-1,147
67
$389K 0.16%
4,171
-2,920
68
$387K 0.16%
10,707
-5,325
69
$373K 0.16%
11,650
-2,750
70
$371K 0.16%
3,358
71
$362K 0.15%
4,299
-6,387
72
$360K 0.15%
13,128
73
$358K 0.15%
4,300
-360
74
$356K 0.15%
3,129
75
$355K 0.15%
3,732
-102
1 2
3
4 5