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
$219M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.79M
3
+$2.64M
4
F icon
Ford
F
+$2.63M
5
DD icon
DuPont de Nemours
DD
+$2.62M

Top Sells

1
+$3.66M
2
+$3.28M
3
+$3.2M
4
BAX icon
Baxter International
BAX
+$1.95M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.9M

Sector Composition

1 Industrials 21.66%
2 Financials 21.12%
3 Technology 11.11%
4 Energy 8.34%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.1%
2,884
102
$217K 0.1%
2,571
-800
103
$216K 0.1%
2,481
104
$212K 0.1%
3,760
105
$209K 0.1%
+1,834
106
$208K 0.1%
+1,816
107
$206K 0.09%
5,686
-129
108
$204K 0.09%
+159
109
$182K 0.08%
17,350
110
$98K 0.04%
67,725
111
– –
-7,494
112
– –
-7,785
113
– –
-2,638
1 2 3 4
5