UBWV

United Bank (West Virginia) Portfolio holdings

AUM $252M
1-Year Return 13.14%
This Quarter Return
+0.85%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
10 Year Return
AUM
$222M
AUM Growth
Cap. Flow
+$215M
Cap. Flow %
96.99%
Top 10 Hldgs %
55.12%
Holding
118
New
117
Increased
Reduced
Closed

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 Shares
Change %
Capital Flow
SYY icon
101
Sysco
SYY
$38.8B
$216K 0.1%
+6,335
New +$216K
CPB icon
102
Campbell Soup
CPB
$10.1B
$215K 0.1%
+4,800
New +$215K
PX
103
DELISTED
Praxair Inc
PX
$215K 0.1%
+1,860
New +$215K
VWO icon
104
Vanguard FTSE Emerging Markets ETF
VWO
$100B
$214K 0.1%
+5,505
New +$214K
BKNG icon
105
Booking.com
BKNG
$178B
$213K 0.1%
+259
New +$213K
DIS icon
106
Walt Disney
DIS
$211B
$213K 0.1%
+3,372
New +$213K
L icon
107
Loews
L
$20.3B
$213K 0.1%
+4,800
New +$213K
NKE icon
108
Nike
NKE
$110B
$211K 0.1%
+6,600
New +$211K
KMB icon
109
Kimberly-Clark
KMB
$43B
$210K 0.09%
+2,253
New +$210K
MFC icon
110
Manulife Financial
MFC
$54B
$210K 0.09%
+13,115
New +$210K
SCHW icon
111
Charles Schwab
SCHW
$171B
$206K 0.09%
+9,675
New +$206K
VAR
112
DELISTED
Varian Medical Systems, Inc.
VAR
$202K 0.09%
+3,415
New +$202K
WIN
113
DELISTED
Windstream Holdings Inc
WIN
$88K 0.04%
+1,455
New +$88K
SMMF
114
DELISTED
Summit Financial Group, Inc.
SMMF
$84K 0.04%
+10,120
New +$84K
SNV icon
115
Synovus
SNV
$7.19B
$29K 0.01%
+1,429
New +$29K
GSI
116
DELISTED
GENERAL STL HLDGS INC COM NEW (NV)
GSI
$14K 0.01%
+2,800
New +$14K