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
$219M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.79M
3
+$2.64M
4
F icon
Ford
F
+$2.63M
5
DD icon
DuPont de Nemours
DD
+$2.62M

Top Sells

1
+$3.66M
2
+$3.28M
3
+$3.2M
4
BAX icon
Baxter International
BAX
+$1.95M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.9M

Sector Composition

1 Industrials 21.66%
2 Financials 21.12%
3 Technology 11.11%
4 Energy 8.34%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$598K 0.27%
18,463
-736
52
$581K 0.27%
9,102
+1,400
53
$578K 0.26%
10,106
-1,603
54
$569K 0.26%
4,260
+375
55
$550K 0.25%
6,134
56
$508K 0.23%
6,099
-2,394
57
$507K 0.23%
4,542
-578
58
$493K 0.23%
6,116
+850
59
$492K 0.22%
6,258
+392
60
$491K 0.22%
4,312
61
$488K 0.22%
23,333
62
$479K 0.22%
5,719
-1,474
63
$464K 0.21%
6,072
64
$433K 0.2%
5,998
+2,672
65
$415K 0.19%
3,886
-315
66
$411K 0.19%
12,008
-8,352
67
$399K 0.18%
11,305
+1,200
68
$389K 0.18%
6,340
69
$385K 0.18%
7,500
70
$382K 0.17%
6,067
71
$361K 0.17%
5,696
72
$356K 0.16%
8,872
+600
73
$353K 0.16%
4,600
+1,100
74
$345K 0.16%
7,287
75
$343K 0.16%
1,944
1 2
3
4 5