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
$264M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$1.52M
3
+$582K
4
T icon
AT&T
T
+$350K
5
F icon
Ford
F
+$303K

Top Sells

1
+$6.96M
2
+$5.37M
3
+$762K
4
AAPL icon
Apple
AAPL
+$380K
5
KO icon
Coca-Cola
KO
+$336K

Sector Composition

1 Technology 28.47%
2 Financials 18.12%
3 Energy 12.4%
4 Consumer Staples 8.11%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.08%
5,769
-6
102
$213K 0.08%
2,685
103
$211K 0.08%
+5,138
104
$207K 0.08%
+1
105
$206K 0.08%
8,800
106
$205K 0.08%
4,800
107
$204K 0.08%
3,600
-30
108
$203K 0.08%
+9,000
109
$203K 0.08%
10,522
-1,240
110
$202K 0.08%
+5,285
111
$202K 0.08%
2,064
-693
112
$201K 0.08%
6,793
113
$200K 0.08%
1,940
-21
114
$191K 0.07%
+4,019
115
$123K 0.05%
1,465
+10
116
$99K 0.04%
+10,500
117
$5K ﹤0.01%
2,500
118
– –
-6,026
119
– –
-2,472
120
– –
-3,760
121
– –
-3,844
122
– –
-4,800
123
– –
-517
124
– –
-10,017
125
– –
-4,680
2 3 4
5
6