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
$270M
AUM Growth
+$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$449K
3
+$362K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$238K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$222K

Top Sells

1
+$4.23M
2
+$1.24M
3
+$768K
4
PRU icon
Prudential Financial
PRU
+$625K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.08%
2,064
102
$226K 0.08%
1
103
$224K 0.08%
5,308
104
$222K 0.08%
+4,252
105
$215K 0.08%
1,860
-80
106
$214K 0.08%
+3,760
107
$212K 0.08%
67,725
108
$211K 0.08%
4,800
109
$203K 0.08%
+3,342
110
$203K 0.08%
5,138
111
$202K 0.07%
+4,800
112
$200K 0.07%
+3,060
113
$193K 0.07%
4,019
114
$101K 0.04%
10,500
115
$94K 0.03%
1,465
116
$5K ﹤0.01%
2,500
117
– –
-8,534
118
– –
-6,793
119
– –
-10,522
120
– –
-8,800
121
– –
-5,285
122
– –
-2,983
123
– –
-35
1 2 3 4
5