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
$267M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$827K
3
+$725K
4
DINO icon
HF Sinclair
DINO
+$655K
5
F icon
Ford
F
+$539K

Top Sells

1
+$5.16M
2
+$1.15M
3
+$997K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
KO icon
Coca-Cola
KO
+$494K

Sector Composition

1 Technology 27.69%
2 Financials 18.09%
3 Energy 13.65%
4 Industrials 8.44%
5 Consumer Staples 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.08%
8,309
-655
102
$215K 0.08%
5,775
103
$213K 0.08%
+10,017
104
$212K 0.08%
+2,472
105
$211K 0.08%
3,760
-188
106
$211K 0.08%
4,800
107
$210K 0.08%
3,630
-1,000
108
$209K 0.08%
1,961
109
$203K 0.08%
2,685
-517
110
$203K 0.08%
517
111
$202K 0.08%
+4,680
112
$114K 0.04%
1,455
113
$14K 0.01%
2,800
114
$11K ﹤0.01%
+2,500
115
– –
-1,269
116
– –
-5,435
117
– –
-3,528
118
– –
-1,429
119
– –
-1,560
120
– –
-12,691
121
– –
-3,000
1 2 3 4
5