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
$226M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.38M
3
+$660K
4
GE icon
GE Aerospace
GE
+$303K
5
DVY icon
iShares Select Dividend ETF
DVY
+$289K

Top Sells

1
+$4.67M
2
+$4.62M
3
+$1.37M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
HUB.B
HUBBELL INC CL-B
HUB.B
+$741K

Sector Composition

1 Technology 26.31%
2 Financials 23.02%
3 Energy 10.66%
4 Healthcare 10.5%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,600
102
– –
-6,670
103
– –
-1,823
104
– –
-15,287
105
– –
-1,149
106
– –
-4,055
107
– –
-4,950
108
– –
-5,722
109
– –
-3,358
110
– –
-1,851
111
– –
-1,465
1 2 3 4
5