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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$31.2M
3
+$13.1M
4
CVX icon
Chevron
CVX
+$8.92M
5
T icon
AT&T
T
+$6.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.98%
2 Financials 19.89%
3 Energy 16.12%
4 Consumer Staples 8.23%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.1%
+6,335
102
$215K 0.1%
+4,800
103
$215K 0.1%
+1,860
104
$214K 0.1%
+5,505
105
$213K 0.1%
+259
106
$213K 0.1%
+3,372
107
$213K 0.1%
+4,800
108
$211K 0.1%
+6,600
109
$210K 0.09%
+2,253
110
$210K 0.09%
+13,115
111
$206K 0.09%
+9,675
112
$202K 0.09%
+3,415
113
$88K 0.04%
+1,455
114
$84K 0.04%
+10,120
115
$29K 0.01%
+1,429
116
$14K 0.01%
+2,800
1 2 3 4
5