UBWV

United Bank (West Virginia) Portfolio holdings

AUM $252M
1-Year Est. Return 13.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$736K
3
+$733K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$700K
5
PG icon
Procter & Gamble
PG
+$547K

Top Sells

1
+$1.11M
2
+$939K
3
+$606K
4
KO icon
Coca-Cola
KO
+$474K
5
HON icon
Honeywell
HON
+$435K

Sector Composition

1 Technology 27.69%
2 Financials 18.09%
3 Energy 13.65%
4 Industrials 8.44%
5 Consumer Staples 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.12%
2,718
77
$315K 0.12%
5,252
-1,308
78
$310K 0.12%
3,910
79
$309K 0.12%
7,600
80
$293K 0.11%
3,844
-792
81
$293K 0.11%
2,983
82
$291K 0.11%
1,889
-1,416
83
$279K 0.1%
5,700
84
$278K 0.1%
2,757
85
$274K 0.1%
6,032
-2,600
86
$270K 0.1%
2,290
-150
87
$266K 0.1%
5,891
88
$263K 0.1%
6,090
+26
89
$260K 0.1%
6,026
90
$260K 0.1%
2,055
-634
91
$256K 0.1%
6,600
92
$250K 0.09%
3,095
-290
93
$247K 0.09%
3,560
-155
94
$244K 0.09%
2,850
95
$244K 0.09%
2,600
96
$234K 0.09%
11,762
97
$230K 0.09%
6,793
98
$229K 0.09%
5,120
99
$226K 0.08%
8,800
100
$220K 0.08%
4,800
1 2 3
4
5