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
$252M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$518K
3
+$380K
4
CVS icon
CVS Health
CVS
+$237K
5
ABT icon
Abbott
ABT
+$233K

Top Sells

1
+$6.18M
2
+$3.2M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$313K
5
XOM icon
Exxon Mobil
XOM
+$239K

Sector Composition

1 Technology 26.17%
2 Financials 19.46%
3 Energy 14.58%
4 Industrials 8.68%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.1%
6,361
-1,924
102
$253K 0.1%
3,000
103
$249K 0.1%
2,757
-338
104
$247K 0.1%
3,621
+206
105
$242K 0.1%
208
-51
106
$237K 0.09%
+3,302
107
$232K 0.09%
4,800
108
$232K 0.09%
11,762
-1,353
109
$229K 0.09%
2,600
110
$216K 0.09%
5,120
111
$213K 0.08%
+3,240
112
$212K 0.08%
1,930
113
$208K 0.08%
+4,800
114
$208K 0.08%
5,775
-560
115
$205K 0.08%
+1,269
116
$205K 0.08%
+1,765
117
$204K 0.08%
+3,630
118
$203K 0.08%
+1,560
119
$91K 0.04%
1,455
120
$36K 0.01%
1,429
121
$13K 0.01%
2,800
122
– –
-3,775
123
– –
-1,853
124
– –
-5,505
125
– –
-10,120
2 3 4
5
6