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
$264M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$1.52M
3
+$582K
4
T icon
AT&T
T
+$350K
5
F icon
Ford
F
+$303K

Top Sells

1
+$6.96M
2
+$5.37M
3
+$762K
4
AAPL icon
Apple
AAPL
+$380K
5
KO icon
Coca-Cola
KO
+$336K

Sector Composition

1 Technology 28.47%
2 Financials 18.12%
3 Energy 12.4%
4 Consumer Staples 8.11%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.12%
4,584
-156
77
$318K 0.12%
8,040
+440
78
$305K 0.12%
4,762
-3,212
79
$304K 0.11%
3,309
+214
80
$299K 0.11%
2,165
+110
81
$291K 0.11%
9,157
82
$288K 0.11%
6,415
+715
83
$284K 0.11%
+3,000
84
$283K 0.11%
6,340
-260
85
$275K 0.1%
2,983
86
$274K 0.1%
+28,210
87
$267K 0.1%
2,290
88
$265K 0.1%
+5,308
89
$264K 0.1%
6,032
90
$260K 0.1%
6,257
+167
91
$260K 0.1%
2,850
92
$257K 0.1%
1,949
+60
93
$257K 0.1%
2,346
-372
94
$257K 0.1%
2,600
95
$256K 0.1%
3,618
+58
96
$254K 0.1%
+35
97
$251K 0.09%
+1,277
98
$250K 0.09%
8,534
+225
99
$248K 0.09%
5,891
100
$219K 0.08%
4,950
-170
2 3
4
5 6