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
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$518K
3
+$380K
4
CVS icon
CVS Health
CVS
+$237K
5
ABT icon
Abbott
ABT
+$233K

Top Sells

1
+$6.18M
2
+$3.2M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$313K
5
XOM icon
Exxon Mobil
XOM
+$239K

Sector Composition

1 Technology 26.17%
2 Financials 19.46%
3 Energy 14.58%
4 Industrials 8.68%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.15%
4,010
77
$355K 0.14%
8,632
78
$354K 0.14%
6,560
-246
79
$350K 0.14%
7,358
+2,068
80
$349K 0.14%
9,000
81
$348K 0.14%
4,636
-514
82
$345K 0.14%
36,066
-963
83
$342K 0.14%
3,306
+829
84
$323K 0.13%
9,727
+2,841
85
$318K 0.13%
4,100
86
$317K 0.13%
2,723
+869
87
$311K 0.12%
4,740
88
$304K 0.12%
9,456
89
$300K 0.12%
5,384
+212
90
$293K 0.12%
5,370
91
$286K 0.11%
3,155
+115
92
$285K 0.11%
7,600
93
$279K 0.11%
1,818
+105
94
$276K 0.11%
3,360
-514
95
$273K 0.11%
5,891
96
$272K 0.11%
2,983
-171
97
$270K 0.11%
2,440
98
$260K 0.1%
6,600
99
$255K 0.1%
5,327
-527
100
$254K 0.1%
4,600
2 3
4
5 6