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
$226M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.15M
3
+$664K
4
F icon
Ford
F
+$596K
5
FTS icon
Fortis
FTS
+$588K

Top Sells

1
+$3.5M
2
+$2.62M
3
+$2.11M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.31M
5
SMMF
Summit Financial Group, Inc.
SMMF
+$1.28M

Sector Composition

1 Industrials 22.43%
2 Financials 22.16%
3 Technology 10.97%
4 Energy 9.4%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.16%
4,029
+1,563
77
$351K 0.16%
2,725
78
$349K 0.15%
4,479
+110
79
$347K 0.15%
4,712
80
$346K 0.15%
2,122
-50
81
$340K 0.15%
7,600
-440
82
$331K 0.15%
5,854
83
$324K 0.14%
9,322
+610
84
$321K 0.14%
5,500
-1,500
85
$320K 0.14%
8,300
-260
86
$316K 0.14%
3,924
87
$315K 0.14%
3,555
88
$314K 0.14%
3,019
+426
89
$310K 0.14%
6,300
90
$308K 0.14%
2,600
91
$306K 0.14%
2,646
+396
92
$305K 0.13%
2,290
93
$259K 0.11%
3,760
94
$250K 0.11%
3,176
95
$245K 0.11%
+4,767
96
$239K 0.11%
19,905
-180
97
$235K 0.1%
6,722
+281
98
$231K 0.1%
+4,135
99
$230K 0.1%
2,125
-700
100
$225K 0.1%
+4,800
1 2 3
4
5