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
$209M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$1.58M
3
+$687K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$655K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$363K

Top Sells

1
+$25.3M
2
+$814K
3
+$351K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$245K
5
CTRA icon
Coterra Energy
CTRA
+$228K

Sector Composition

1 Financials 22.57%
2 Industrials 19.45%
3 Technology 11.78%
4 Consumer Staples 8.89%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.08%
+17,350
102
$102K 0.05%
67,725
103
– –
-23,607
104
– –
-11,363
105
– –
-2,216
106
– –
-297,401
1 2 3 4
5