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
$193M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.75M
3
+$496K
4
V icon
Visa
V
+$433K
5
VZ icon
Verizon
VZ
+$420K

Top Sells

1
+$2.55M
2
+$1.76M
3
+$1.67M
4
XOM icon
Exxon Mobil
XOM
+$1.29M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.08M

Sector Composition

1 Technology 25.34%
2 Financials 24.42%
3 Energy 9.45%
4 Healthcare 8.57%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-19,114
102
– –
-37,340
103
– –
-5,320
104
– –
-13,128
105
– –
-2,500
106
– –
-4,886
1 2 3 4
5