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
$252M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$2.43M
3
+$1.74M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.31M

Top Sells

1
+$4.02M
2
+$1.54M
3
+$886K
4
PRU icon
Prudential Financial
PRU
+$107K
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ED icon
76
Consolidated Edison
ED
$35.6B
$371K 0.15%
4,600
-112
PFBI
77
DELISTED
Premier Financial Bancorp
PFBI
$370K 0.15%
21,250
IBM icon
78
IBM
IBM
$286B
$364K 0.14%
2,623
NKE icon
79
Nike
NKE
$90.3B
$349K 0.14%
6,733
-343
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.08T
$340K 0.14%
1,856
-187
MDLZ icon
81
Mondelez International
MDLZ
$73.8B
$339K 0.13%
8,333
-309
NFG icon
82
National Fuel Gas
NFG
$7.17B
$331K 0.13%
5,852
CTSH icon
83
Cognizant
CTSH
$35.3B
$330K 0.13%
4,555
-180
PEP icon
84
PepsiCo
PEP
$195B
$329K 0.13%
2,956
DIS icon
85
Walt Disney
DIS
$199B
$326K 0.13%
3,305
GIS icon
86
General Mills
GIS
$25B
$322K 0.13%
6,229
-1,000
META icon
87
Meta Platforms (Facebook)
META
$1.57T
$320K 0.13%
1,872
AFL icon
88
Aflac
AFL
$59.8B
$316K 0.13%
7,776
IWV icon
89
iShares Russell 3000 ETF
IWV
$17.2B
$316K 0.13%
2,115
ALL icon
90
Allstate
ALL
$52.9B
$315K 0.13%
3,426
BKNG icon
91
Booking.com
BKNG
$159B
$314K 0.12%
172
-9
IWS icon
92
iShares Russell Mid-Cap Value ETF
IWS
$14B
$312K 0.12%
3,670
SO icon
93
Southern Company
SO
$101B
$309K 0.12%
6,300
ADP icon
94
Automatic Data Processing
ADP
$103B
$300K 0.12%
2,739
TROW icon
95
T. Rowe Price
TROW
$22.4B
$290K 0.12%
3,195
-250
ADM icon
96
Archer Daniels Midland
ADM
$27.4B
$289K 0.11%
6,809
-680
NSC icon
97
Norfolk Southern
NSC
$63.8B
$288K 0.11%
2,179
AMZN icon
98
Amazon
AMZN
$2.61T
$287K 0.11%
5,980
KLAC icon
99
KLA
KLAC
$157B
$273K 0.11%
2,571
USB icon
100
US Bancorp
USB
$73.6B
$255K 0.1%
4,767
1 2 3
4
5