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
$255M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.45M
3
+$1.62M
4
T icon
AT&T
T
+$698K
5
PM icon
Philip Morris
PM
+$622K

Top Sells

1
+$6.46M
2
+$5.78M
3
+$3.91M
4
NFG icon
National Fuel Gas
NFG
+$798K
5
OC icon
Owens Corning
OC
+$757K

Sector Composition

1 Technology 27.8%
2 Financials 18.48%
3 Energy 13.65%
4 Industrials 8%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.14%
+22,403
77
$348K 0.14%
36,066
78
$343K 0.13%
3,528
+222
79
$336K 0.13%
2,689
-891
80
$326K 0.13%
4,740
81
$316K 0.12%
2,718
-1,578
82
$308K 0.12%
3,910
-2,115
83
$305K 0.12%
9,000
84
$294K 0.12%
7,600
85
$288K 0.11%
5,700
-4,340
86
$279K 0.11%
3,715
-2,160
87
$274K 0.11%
2,440
88
$272K 0.11%
2,983
89
$268K 0.11%
3,385
+25
90
$264K 0.1%
5,891
91
$253K 0.1%
2,757
92
$249K 0.1%
6,064
-3,321
93
$248K 0.1%
4,630
+30
94
$246K 0.1%
8,964
-6,761
95
$244K 0.1%
6,600
96
$240K 0.09%
3,202
-100
97
$237K 0.09%
6,026
-335
98
$228K 0.09%
2,600
99
$227K 0.09%
11,762
100
$225K 0.09%
2,850
-2,325
2 3
4
5 6