UBWV
United Bank (West Virginia) Portfolio holdings
AUM
$252M
1-Year Return
13.14%
This Quarter Return
-1.23%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
-$33.4M
(-12%)
Cap. Flow
-$31.2M
Cap. Flow
% of AUM
-13.22%
Top 10 Holdings %
Top 10 Hldgs %
54.18%
Holding
124
New
7
Increased
5
Reduced
62
Closed
16
Top Buys
| 1 |
Coterra Energy
CTRA
|
+$5.43M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.36M |
| 3 |
Chevron
CVX
|
+$1.14M |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$985K |
| 5 |
SMMF
Summit Financial Group, Inc.
SMMF
|
+$747K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$3.22M |
| 2 |
Apple
AAPL
|
+$3.13M |
| 3 |
Natural Resource Partners
NRP
|
+$3M |
| 4 |
International Paper
IP
|
+$2.37M |
| 5 |
United Bankshares
UBSI
|
+$2.22M |
Sector Composition
| 1 | Technology | 26.22% |
| 2 | Financials | 21.08% |
| 3 | Energy | 12.22% |
| 4 | Healthcare | 8.39% |
| 5 | Consumer Staples | 7.64% |
