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
$233M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.12M
3
+$612K
4
UPS icon
United Parcel Service
UPS
+$442K
5
T icon
AT&T
T
+$441K

Top Sells

1
+$6.67M
2
+$3.08M
3
+$339K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$251K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$227K

Sector Composition

1 Technology 26.23%
2 Financials 20.26%
3 Energy 14.6%
4 Industrials 8.29%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.13%
9,456
77
$297K 0.13%
4,100
-604
78
$294K 0.13%
3,874
79
$289K 0.12%
2,715
80
$289K 0.12%
4,740
81
$285K 0.12%
8,285
82
$283K 0.12%
3,154
83
$279K 0.12%
+6,632
84
$278K 0.12%
8,964
85
$274K 0.12%
9,233
86
$268K 0.11%
5,370
87
$266K 0.11%
5,854
-318
88
$264K 0.11%
7,600
89
$262K 0.11%
259
90
$260K 0.11%
2,477
91
$255K 0.11%
5,891
92
$254K 0.11%
4,600
93
$247K 0.11%
2,440
94
$247K 0.11%
5,172
95
$247K 0.11%
3,095
96
$246K 0.11%
3,883
97
$240K 0.1%
6,600
98
$237K 0.1%
+3,775
99
$236K 0.1%
16,206
100
$231K 0.1%
+3,000
1 2 3
4
5