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
$226M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.15M
3
+$664K
4
F icon
Ford
F
+$596K
5
FTS icon
Fortis
FTS
+$588K

Top Sells

1
+$3.5M
2
+$2.62M
3
+$2.11M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$1.31M
5
SMMF
Summit Financial Group, Inc.
SMMF
+$1.28M

Sector Composition

1 Industrials 22.43%
2 Financials 22.16%
3 Technology 10.97%
4 Energy 9.4%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.1%
3,550
-152
102
$224K 0.1%
5,980
103
$200K 0.09%
+2,536
104
$146K 0.06%
67,725
105
– –
-32,862
106
– –
-2,616
107
– –
-1,834
108
– –
-2,624
109
– –
-66,930
110
– –
-21,149
1 2 3 4
5