UBWV
United Bank (West Virginia) Portfolio holdings
AUM $252M
1-Year Return
13.14%
This Quarter Return
-1.69%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
-$2.26M
(-0.85%)
Cap. Flow
-$2.81M
Cap. Flow
% of AUM
-1.06%
Top 10 Holdings %
Top 10 Hldgs %
53.48%
Holding
128
New
12
Increased
45
Reduced
37
Closed
10
Top Buys
| 1 |
International Paper
IP
|
+$6.77M |
| 2 |
Truist Financial
TFC
|
+$1.52M |
| 3 |
Coca-Cola Europacific Partners
CCEP
|
+$582K |
| 4 |
AT&T
T
|
+$350K |
| 5 |
Ford
F
|
+$303K |
Top Sells
| 1 |
Republic Services
RSG
|
+$6.96M |
| 2 |
Natural Resource Partners
NRP
|
+$5.37M |
| 3 |
United Bankshares
UBSI
|
+$762K |
| 4 |
Apple
AAPL
|
+$380K |
| 5 |
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% |
