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
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.15M
3
+$664K
4
F icon
Ford
F
+$596K
5
FTS icon
Fortis
FTS
+$588K

Top Sells

1
+$3.5M
2
+$2.62M
3
+$2.11M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.31M
5
SMMF
Summit Financial Group, Inc.
SMMF
+$1.28M

Sector Composition

1 Industrials 22.43%
2 Financials 22.16%
3 Technology 10.97%
4 Energy 9.4%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.28%
4,775
+176
52
$609K 0.27%
5,930
-115
53
$588K 0.26%
+19,022
54
$570K 0.25%
5,450
-735
55
$558K 0.25%
8,088
+499
56
$533K 0.24%
4,800
+361
57
$529K 0.23%
6,053
+140
58
$510K 0.23%
6,774
-46,471
59
$507K 0.22%
20,875
60
$499K 0.22%
6,415
61
$472K 0.21%
5,721
-265
62
$471K 0.21%
4,971
+292
63
$447K 0.2%
11,280
+1,160
64
$445K 0.2%
10,036
+448
65
$417K 0.18%
6,752
+1,644
66
$413K 0.18%
7,065
-1,187
67
$398K 0.18%
5,891
68
$390K 0.17%
+3,445
69
$384K 0.17%
1,944
70
$378K 0.17%
7,437
+754
71
$376K 0.17%
7,287
72
$374K 0.17%
4,461
-100
73
$374K 0.17%
23,238
74
$372K 0.16%
8,154
+165
75
$372K 0.16%
3,636
1 2
3
4 5