UBWV
United Bank (West Virginia) Portfolio holdings
AUM $252M
1-Year Return
13.14%
This Quarter Return
+4.03%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$270M
AUM Growth
+$5.26M
(+2%)
Cap. Flow
-$6.36M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
53.58%
Holding
124
New
6
Increased
22
Reduced
39
Closed
7
Top Buys
| 1 |
Baxter International
BAX
|
+$1.2M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
+$449K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$362K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$238K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$222K |
Top Sells
| 1 |
Natural Resource Partners
NRP
|
+$4.23M |
| 2 |
National Fuel Gas
NFG
|
+$1.24M |
| 3 |
United Bankshares
UBSI
|
+$768K |
| 4 |
Prudential Financial
PRU
|
+$625K |
| 5 |
Apple
AAPL
|
+$540K |
Sector Composition
| 1 | Technology | 26.24% |
| 2 | Financials | 20.24% |
| 3 | Energy | 10.67% |
| 4 | Healthcare | 8.76% |
| 5 | Consumer Staples | 8.09% |
