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

Top Buys

1
+$874K
2
+$803K
3
+$793K
4
RTN
Raytheon Company
RTN
+$744K
5
JNJ icon
Johnson & Johnson
JNJ
+$728K

Top Sells

1
+$1.42M
2
+$908K
3
+$893K
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$691K
5
BAX icon
Baxter International
BAX
+$673K

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
– –
-16,396
103
– –
-159
104
– –
-3,576
105
– –
-4,800
106
– –
-4,590
107
– –
-2,638
108
– –
-10,106
109
– –
-8,848
110
– –
-2,884
111
– –
-17,350
112
– –
-17,102
1 2 3 4
5