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
$226M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.02M
3
+$632K
4
GE icon
GE Aerospace
GE
+$297K
5
DVY icon
iShares Select Dividend ETF
DVY
+$279K

Top Sells

1
+$4.45M
2
+$4.25M
3
+$2.2M
4
XOM icon
Exxon Mobil
XOM
+$1.28M
5
CVX icon
Chevron
CVX
+$1.25M

Sector Composition

1 Technology 26.31%
2 Financials 23.02%
3 Energy 10.66%
4 Healthcare 10.5%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.22%
9,000
52
$488K 0.22%
6,082
53
$475K 0.21%
10,196
-1,300
54
$471K 0.21%
5,049
55
$470K 0.21%
3,825
+975
56
$459K 0.2%
30,608
+1,671
57
$456K 0.2%
10,670
-935
58
$446K 0.2%
6,385
59
$440K 0.19%
5,964
+1,380
60
$417K 0.18%
4,886
-366
61
$412K 0.18%
7,395
+47
62
$408K 0.18%
3,269
+923
63
$405K 0.18%
4,168
64
$399K 0.18%
36,705
65
$399K 0.18%
4,171
66
$395K 0.17%
9,607
-1,100
67
$372K 0.16%
18,882
+627
68
$370K 0.16%
4,300
69
$365K 0.16%
11,734
+84
70
$354K 0.16%
3,732
71
$347K 0.15%
3,129
72
$343K 0.15%
8,040
73
$342K 0.15%
10,195
-143
74
$342K 0.15%
6,340
75
$341K 0.15%
5,798
-3,399
1 2
3
4 5