UBWV
United Bank (West Virginia) Portfolio holdings
AUM $252M
1-Year Return
13.14%
This Quarter Return
+3.51%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$13.9M
(+5.8%)
Cap. Flow
+$5.33M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
52.13%
Holding
111
New
4
Increased
25
Reduced
27
Closed
1
Top Buys
| 1 |
United Bankshares
UBSI
|
+$3.68M |
| 2 |
McDonald's
MCD
|
+$2.43M |
| 3 |
DuPont de Nemours
DD
|
+$1.74M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.38M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.31M |
Top Sells
| 1 |
Ford
F
|
+$4.02M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$1.55M |
| 3 |
Natural Resource Partners
NRP
|
+$886K |
| 4 |
Prudential Financial
PRU
|
+$107K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$68.1K |
Sector Composition
| 1 | Industrials | 21.82% |
| 2 | Financials | 18.17% |
| 3 | Technology | 11.63% |
| 4 | Healthcare | 8.95% |
| 5 | Energy | 8.21% |
