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
$270M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$449K
3
+$362K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$238K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$222K

Top Sells

1
+$4.23M
2
+$1.24M
3
+$768K
4
PRU icon
Prudential Financial
PRU
+$625K
5
AAPL icon
Apple
AAPL
+$540K

Sector Composition

1 Technology 26.24%
2 Financials 20.24%
3 Energy 10.67%
4 Healthcare 8.76%
5 Consumer Staples 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.13%
6,595
+180
77
$339K 0.13%
11,445
+1,145
78
$338K 0.13%
4,584
79
$336K 0.12%
3,000
80
$335K 0.12%
8,040
81
$329K 0.12%
3,129
-180
82
$328K 0.12%
9,157
83
$318K 0.12%
2,725
-529
84
$316K 0.12%
3,738
+120
85
$305K 0.11%
6,340
86
$297K 0.11%
28,210
87
$297K 0.11%
6,032
88
$288K 0.11%
2,850
89
$286K 0.11%
1,984
+35
90
$281K 0.1%
2,346
91
$280K 0.1%
2,290
92
$277K 0.1%
1,847
-318
93
$274K 0.1%
5,891
94
$268K 0.1%
2,600
95
$259K 0.1%
2,685
96
$257K 0.1%
9,000
97
$238K 0.09%
3,600
98
$238K 0.09%
+1,149
99
$231K 0.09%
4,950
100
$229K 0.08%
5,769
1 2 3
4
5