UBWV
United Bank (West Virginia) Portfolio holdings
AUM
$252M
This Quarter Return
+0.69%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-4.4%)
Cap. Flow
-$9.87M
Cap. Flow
% of AUM
-4.37%
Top 10 Holdings %
Top 10 Hldgs %
55.46%
Holding
111
New
3
Increased
25
Reduced
41
Closed
11
Top Buys
| 1 |
Merck
MRK
|
$4.74M |
| 2 |
Qualcomm
QCOM
|
$4.02M |
| 3 |
Amgen
AMGN
|
$632K |
| 4 |
GE Aerospace
GE
|
$297K |
| 5 |
iShares Select Dividend ETF
DVY
|
$279K |
Top Sells
| 1 |
KLA
KLAC
|
$4.45M |
| 2 |
International Paper
IP
|
$4.25M |
| 3 |
Exxon Mobil
XOM
|
$1.28M |
| 4 |
Chevron
CVX
|
$1.25M |
| 5 |
HUB.B
HUBBELL INC CL-B
HUB.B
|
$729K |
Sector Composition
| 1 | Technology | 26.31% |
| 2 | Financials | 23.02% |
| 3 | Energy | 10.66% |
| 4 | Healthcare | 10.5% |
| 5 | Consumer Staples | 7.58% |
