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
$218M
AUM Growth
+$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$380K
3
+$274K
4
LLY icon
Eli Lilly
LLY
+$210K
5
CSX icon
CSX Corp
CSX
+$205K

Top Sells

1
+$1.49M
2
+$1.32M
3
+$462K
4
MSFT icon
Microsoft
MSFT
+$417K
5
QCOM icon
Qualcomm
QCOM
+$385K

Sector Composition

1 Industrials 22.8%
2 Financials 21.28%
3 Technology 11.59%
4 Energy 9.27%
5 Healthcare 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.28%
11,918
+1,191
52
$563K 0.26%
4,599
+287
53
$533K 0.24%
6,045
54
$529K 0.24%
5,913
+54
55
$525K 0.24%
4,085
56
$519K 0.24%
5,986
+118
57
$514K 0.24%
6,415
+555
58
$494K 0.23%
20,875
-588
59
$493K 0.23%
4,439
60
$490K 0.22%
5,998
61
$485K 0.22%
7,589
-33
62
$484K 0.22%
4,679
-14
63
$445K 0.2%
8,252
-1,850
64
$421K 0.19%
9,588
-797
65
$407K 0.19%
10,120
+120
66
$389K 0.18%
7,287
67
$368K 0.17%
7,000
68
$361K 0.17%
4,369
+70
69
$361K 0.17%
3,636
70
$359K 0.16%
4,561
-320
71
$355K 0.16%
1,944
72
$355K 0.16%
4,712
+112
73
$352K 0.16%
6,683
74
$350K 0.16%
8,040
75
$337K 0.15%
7,989
+567
1 2
3
4 5