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
$218M
AUM Growth
-$927K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$883K
2
+$829K
3
+$777K
4
RTN
Raytheon Company
RTN
+$776K
5
DINO icon
HF Sinclair
DINO
+$633K

Top Sells

1
+$1.46M
2
+$911K
3
+$903K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$691K
5
ITC
ITC HOLDINGS CORP
ITC
+$690K

Sector Composition

1 Industrials 22.63%
2 Financials 21.12%
3 Technology 10.62%
4 Energy 9.4%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$136K 0.06%
67,725
102
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-16,396
103
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-159
104
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-3,576
105
– –
-4,800
106
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-4,590
107
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-2,638
108
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-10,106
109
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-8,848
110
– –
-2,884
111
– –
-17,350
112
– –
-17,102
1 2 3 4
5