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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$31.2M
3
+$13.1M
4
CVX icon
Chevron
CVX
+$8.92M
5
T icon
AT&T
T
+$6.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.98%
2 Financials 19.89%
3 Energy 16.12%
4 Consumer Staples 8.23%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.13%
+12,205
77
$286K 0.13%
+37,029
78
$283K 0.13%
+8,285
79
$275K 0.12%
+4,740
80
$274K 0.12%
+6,172
81
$270K 0.12%
+3,154
82
$268K 0.12%
+4,600
83
$264K 0.12%
+9,233
84
$263K 0.12%
+2,715
85
$260K 0.12%
+8,964
86
$256K 0.12%
+2,477
87
$251K 0.11%
+2,346
88
$247K 0.11%
+7,600
89
$244K 0.11%
+3,883
90
$242K 0.11%
+5,370
91
$240K 0.11%
+5,290
92
$237K 0.11%
+5,172
93
$235K 0.11%
+2,440
94
$234K 0.11%
+6,886
95
$231K 0.1%
+16,206
96
$229K 0.1%
+5,891
97
$226K 0.1%
+8,900
98
$225K 0.1%
+3,095
99
$224K 0.1%
+23,825
100
$216K 0.1%
+2,900
1 2 3
4
5