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
$238M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$873K
3
+$817K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$714K
5
AR icon
Antero Resources
AR
+$442K

Top Sells

1
+$1.16M
2
+$821K
3
+$771K
4
PFE icon
Pfizer
PFE
+$600K
5
KO icon
Coca-Cola
KO
+$491K

Sector Composition

1 Industrials 22.01%
2 Financials 18.35%
3 Technology 11.49%
4 Healthcare 8.69%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$123B
$714K 0.3%
+6,000
ABBV icon
52
AbbVie
ABBV
$387B
$701K 0.29%
9,670
-6,362
RTX icon
53
RTX Corp
RTX
$237B
$605K 0.25%
7,877
GOOG icon
54
Alphabet (Google) Class C
GOOG
$3.38T
$577K 0.24%
12,700
PPG icon
55
PPG Industries
PPG
$21.6B
$547K 0.23%
4,971
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.36T
$537K 0.23%
11,540
DUK icon
57
Duke Energy
DUK
$96.2B
$530K 0.22%
6,339
VNQ icon
58
Vanguard Real Estate ETF
VNQ
$33.8B
$529K 0.22%
6,357
+636
V icon
59
Visa
V
$648B
$518K 0.22%
5,529
+1,050
OC icon
60
Owens Corning
OC
$8.56B
$488K 0.21%
7,287
KHC icon
61
Kraft Heinz
KHC
$28.7B
$486K 0.2%
5,678
-275
VZ icon
62
Verizon
VZ
$169B
$471K 0.2%
10,561
-1,327
IWR icon
63
iShares Russell Mid-Cap ETF
IWR
$44.4B
$468K 0.2%
9,736
+2,136
AR icon
64
Antero Resources
AR
$10.4B
$442K 0.19%
+20,458
CELG
65
DELISTED
Celgene Corp
CELG
$440K 0.19%
3,386
+740
DVY icon
66
iShares Select Dividend ETF
DVY
$20.6B
$438K 0.18%
4,755
+1,200
CHCO icon
67
City Holding Co
CHCO
$1.73B
$433K 0.18%
6,567
CSX icon
68
CSX Corp
CSX
$65.8B
$421K 0.18%
23,145
TIP icon
69
iShares TIPS Bond ETF
TIP
$13.8B
$419K 0.18%
3,695
+250
NKE icon
70
Nike
NKE
$90.3B
$417K 0.18%
7,076
-361
DIA icon
71
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.1B
$415K 0.17%
1,944
IBB icon
72
iShares Biotechnology ETF
IBB
$6.31B
$409K 0.17%
3,954
-75
VV icon
73
Vanguard Large-Cap ETF
VV
$46.5B
$404K 0.17%
3,636
GIS icon
74
General Mills
GIS
$25B
$400K 0.17%
7,229
-736
IBM icon
75
IBM
IBM
$286B
$386K 0.16%
2,623
-2,249
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3
4 5