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
$218M
AUM Growth
+$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$380K
3
+$274K
4
LLY icon
Eli Lilly
LLY
+$210K
5
CSX icon
CSX Corp
CSX
+$205K

Top Sells

1
+$1.49M
2
+$1.32M
3
+$462K
4
MSFT icon
Microsoft
MSFT
+$417K
5
QCOM icon
Qualcomm
QCOM
+$385K

Sector Composition

1 Industrials 22.8%
2 Financials 21.28%
3 Technology 11.59%
4 Energy 9.27%
5 Healthcare 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.15%
2,725
77
$332K 0.15%
8,560
78
$326K 0.15%
5,108
-923
79
$324K 0.15%
6,300
+800
80
$316K 0.15%
5,854
81
$314K 0.14%
2,172
+100
82
$313K 0.14%
8,712
-328
83
$309K 0.14%
2,600
84
$305K 0.14%
3,555
-150
85
$301K 0.14%
3,924
-70
86
$296K 0.14%
5,891
87
$294K 0.13%
2,290
88
$290K 0.13%
23,238
89
$274K 0.13%
2,825
-642
90
$250K 0.11%
5,980
91
$241K 0.11%
2,593
92
$241K 0.11%
6,441
93
$238K 0.11%
3,702
+800
94
$238K 0.11%
2,466
-15
95
$236K 0.11%
2,624
96
$235K 0.11%
1,834
97
$235K 0.11%
2,250
98
$233K 0.11%
3,760
99
$221K 0.1%
3,176
100
$210K 0.1%
+2,616
1 2 3
4
5