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
$230M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$470K
4
DINO icon
HF Sinclair
DINO
+$461K
5
UNP icon
Union Pacific
UNP
+$365K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$803K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$664K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$611K

Sector Composition

1 Industrials 23.16%
2 Financials 19.97%
3 Technology 11.9%
4 Healthcare 9.1%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.26%
22,464
+1,589
52
$594K 0.26%
5,800
-130
53
$580K 0.25%
11,888
-197
54
$556K 0.24%
7,877
-211
55
$541K 0.24%
5,953
-100
56
$527K 0.23%
12,700
+4,400
57
$523K 0.23%
4,971
58
$520K 0.23%
6,339
-76
59
$497K 0.22%
+14,520
60
$489K 0.21%
11,540
+260
61
$472K 0.21%
5,721
62
$470K 0.2%
7,965
+1,213
63
$451K 0.2%
4,030
-1,420
64
$447K 0.19%
7,287
65
$424K 0.18%
6,567
+676
66
$414K 0.18%
7,437
67
$408K 0.18%
8,864
+710
68
$403K 0.18%
9,369
-667
69
$401K 0.17%
1,944
70
$398K 0.17%
4,479
71
$395K 0.17%
3,445
72
$394K 0.17%
4,029
73
$393K 0.17%
3,636
74
$391K 0.17%
23,238
75
$376K 0.16%
6,915
-150
1 2
3
4 5