UBWV
United Bank (West Virginia) Portfolio holdings
AUM
$252M
1-Year Return
13.14%
This Quarter Return
+4.47%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$267M
AUM Growth
+$12.2M
(+4.8%)
Cap. Flow
-$3.63M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
54.32%
Holding
123
New
5
Increased
28
Reduced
46
Closed
7
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$983K |
| 2 |
Intel
INTC
|
+$827K |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$725K |
| 4 |
HF Sinclair
DINO
|
+$655K |
| 5 |
Ford
F
|
+$539K |
Top Sells
| 1 |
Natural Resource Partners
NRP
|
+$5.16M |
| 2 |
HUB.B
HUBBELL INC CL-B
HUB.B
|
+$1.15M |
| 3 |
United Bankshares
UBSI
|
+$997K |
| 4 |
Exxon Mobil
XOM
|
+$605K |
| 5 |
Coca-Cola
KO
|
+$494K |
Sector Composition
| 1 | Technology | 27.69% |
| 2 | Financials | 18.09% |
| 3 | Energy | 13.65% |
| 4 | Industrials | 8.44% |
| 5 | Consumer Staples | 7.94% |
