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
$230M
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$497K
3
+$470K
4
DINO icon
HF Sinclair
DINO
+$461K
5
UNP icon
Union Pacific
UNP
+$365K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$803K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$664K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$611K

Sector Composition

1 Industrials 23.16%
2 Financials 19.97%
3 Technology 11.9%
4 Healthcare 9.1%
5 Energy 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.11%
+136
102
$235K 0.1%
3,500
-50
103
$225K 0.1%
+5,050
104
$203K 0.09%
+2,421
105
$146K 0.06%
67,725
106
– –
-28,563
107
– –
-6,145
108
– –
-2,536
109
– –
-6,722
110
– –
-4,800
1 2 3 4
5