UBWV
United Bank (West Virginia) Portfolio holdings
AUM
$252M
This Quarter Return
+3.25%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
+$219M
(+4.7%)
Cap. Flow
+$2.44M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
51.27%
Holding
113
New
11
Increased
25
Reduced
39
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.11M |
| 2 |
International Paper
IP
|
$2.79M |
| 3 |
RTN
Raytheon Company
RTN
|
$2.64M |
| 4 |
Ford
F
|
$2.63M |
| 5 |
DuPont de Nemours
DD
|
$2.62M |
Top Sells
| 1 |
Philip Morris
PM
|
$3.66M |
| 2 |
ITC
ITC HOLDINGS CORP
ITC
|
$3.28M |
| 3 |
McDonald's
MCD
|
$3.2M |
| 4 |
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% |
