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
$219M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.79M
3
+$2.64M
4
F icon
Ford
F
+$2.63M
5
DD icon
DuPont de Nemours
DD
+$2.62M

Top Sells

1
+$3.66M
2
+$3.28M
3
+$3.2M
4
BAX icon
Baxter International
BAX
+$1.95M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.9M

Sector Composition

1 Industrials 21.66%
2 Financials 21.12%
3 Technology 11.11%
4 Energy 8.34%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.16%
3,636
-96
77
$337K 0.15%
4,570
78
$331K 0.15%
8,680
-60
79
$328K 0.15%
8,040
80
$306K 0.14%
4,800
81
$304K 0.14%
2,725
-2,432
82
$302K 0.14%
3,705
83
$293K 0.13%
5,854
84
$287K 0.13%
4,590
+295
85
$287K 0.13%
7,700
86
$285K 0.13%
9,040
87
$285K 0.13%
4,014
88
$284K 0.13%
2,600
89
$284K 0.13%
5,500
+68
90
$281K 0.13%
5,891
91
$277K 0.13%
2,290
92
$273K 0.12%
2,638
93
$266K 0.12%
+23,238
94
$252K 0.12%
3,576
95
$249K 0.11%
1,758
96
– –
0
97
$231K 0.11%
3,176
98
$230K 0.11%
8,848
-4,900
99
$226K 0.1%
+3,402
100
$225K 0.1%
2,250
1 2 3
4
5