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
$193M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.65M
3
+$479K
4
V icon
Visa
V
+$423K
5
VZ icon
Verizon
VZ
+$396K

Top Sells

1
+$2.21M
2
+$1.76M
3
+$1.62M
4
XOM icon
Exxon Mobil
XOM
+$1.24M
5
NRP icon
Natural Resource Partners
NRP
+$1.22M

Sector Composition

1 Technology 25.34%
2 Financials 24.42%
3 Energy 9.45%
4 Healthcare 8.57%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.23%
12,340
-406
52
$438K 0.23%
4,312
-1,826
53
$423K 0.22%
+6,072
54
$400K 0.21%
23,333
+4,451
55
$400K 0.21%
5,964
56
$389K 0.2%
6,340
57
$386K 0.2%
+5,476
58
$384K 0.2%
2,779
-1,338
59
$384K 0.2%
4,076
-973
60
$380K 0.2%
4,201
+33
61
$376K 0.19%
13,748
-28,412
62
$372K 0.19%
4,171
63
$369K 0.19%
6,570
-825
64
$357K 0.18%
3,269
65
$346K 0.18%
8,272
-1,335
66
$340K 0.18%
6,067
-318
67
$331K 0.17%
4,600
+435
68
$329K 0.17%
3,732
69
$326K 0.17%
3,225
-600
70
$323K 0.17%
2,799
-330
71
$316K 0.16%
+1,944
72
$315K 0.16%
4,570
+270
73
$313K 0.16%
8,040
74
$305K 0.16%
7,287
75
$294K 0.15%
2,725
1 2
3
4 5