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
$230M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$470K
4
DINO icon
HF Sinclair
DINO
+$461K
5
UNP icon
Union Pacific
UNP
+$365K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$803K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$664K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$611K

Sector Composition

1 Industrials 23.16%
2 Financials 19.97%
3 Technology 11.9%
4 Healthcare 9.1%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.16%
4,712
77
$359K 0.16%
23,145
+3,240
78
$356K 0.16%
7,600
79
$353K 0.15%
2,650
-75
80
$349K 0.15%
5,852
-2
81
$344K 0.15%
2,600
82
$342K 0.15%
3,019
83
$341K 0.15%
9,426
+104
84
$341K 0.15%
2,043
-79
85
$333K 0.15%
5,500
86
$329K 0.14%
2,646
87
$324K 0.14%
3,555
88
$314K 0.14%
6,300
89
$304K 0.13%
3,893
-568
90
$302K 0.13%
3,171
-5
91
$301K 0.13%
3,624
-300
92
$296K 0.13%
2,115
-175
93
$286K 0.12%
4,193
-2,581
94
$282K 0.12%
4,735
+600
95
$279K 0.12%
+3,426
96
$265K 0.12%
5,980
97
$260K 0.11%
3,760
98
$251K 0.11%
+1,763
99
$246K 0.11%
4,767
100
$244K 0.11%
2,179
+54
1 2 3
4
5