UBWV

United Bank (West Virginia) Portfolio holdings

AUM $252M
1-Year Est. Return 13.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.27M
3
+$1.16M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$931K
5
SMMF
Summit Financial Group, Inc.
SMMF
+$727K

Top Sells

1
+$3.36M
2
+$3.04M
3
+$2.34M
4
UBSI icon
United Bankshares
UBSI
+$2.16M
5
ABT icon
Abbott
ABT
+$2.02M

Sector Composition

1 Technology 26.22%
2 Financials 21.08%
3 Energy 12.22%
4 Healthcare 8.39%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.09%
3,760
102
$220K 0.09%
3,600
103
$212K 0.09%
+2,024
104
$211K 0.09%
1,461
-386
105
$211K 0.09%
1,851
-213
106
$205K 0.09%
+15,287
107
$84K 0.04%
1,465
108
$8K ﹤0.01%
2,500
109
– –
-10,500
110
– –
-28,210
111
– –
-1,860
112
– –
-4,800
113
– –
-3,342
114
– –
-1
115
– –
-7,219
116
– –
-9,000
117
– –
-5,138
118
– –
-9,767
119
– –
-5,769
120
– –
-3,060
121
– –
-4,252
122
– –
-4,019
123
– –
-5,308
1 2 3 4
5