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
+$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.06M
2 +$380K
3 +$274K
4
LLY icon
Eli Lilly
LLY
+$210K
5
CSX icon
CSX Corp
CSX
+$205K

Top Sells

1 +$1.49M
2 +$1.32M
3 +$462K
4
MSFT icon
Microsoft
MSFT
+$417K
5
QCOM icon
Qualcomm
QCOM
+$385K

Sector Composition

1 Industrials 22.8%
2 Financials 21.28%
3 Technology 11.59%
4 Energy 9.27%
5 Healthcare 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$205K 0.09%
+20,085
102
$148K 0.07%
67,725
103
-1,816