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
$233M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.12M
3
+$612K
4
UPS icon
United Parcel Service
UPS
+$442K
5
T icon
AT&T
T
+$441K

Top Sells

1
+$6.67M
2
+$3.08M
3
+$339K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$251K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$227K

Sector Composition

1 Technology 26.23%
2 Financials 20.26%
3 Energy 14.6%
4 Industrials 8.29%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.1%
6,886
102
$229K 0.1%
3,040
+140
103
$224K 0.1%
4,800
104
$224K 0.1%
3,415
105
$222K 0.1%
5,290
106
$221K 0.09%
5,505
107
$217K 0.09%
3,372
108
$217K 0.09%
13,115
109
$217K 0.09%
1,930
-2,000
110
$211K 0.09%
+1,713
111
$208K 0.09%
+1,854
112
$205K 0.09%
+2,600
113
$202K 0.09%
6,335
114
$200K 0.09%
+5,120
115
$91K 0.04%
1,455
116
$88K 0.04%
10,120
117
$33K 0.01%
1,429
118
$12K 0.01%
2,800
119
– –
-2,346
120
– –
-4,800
121
– –
-2,253
122
– –
-9,675
123
– –
-1,860
124
– –
-8,900
1 2 3 4
5