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
$252M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$551K
2 +$498K
3 +$374K
4
ABT icon
Abbott
ABT
+$224K
5
MCD icon
McDonald's
MCD
+$223K

Top Sells

1 +$3.12M
2 +$415K
3 +$313K
4
GILD icon
Gilead Sciences
GILD
+$237K
5
NFG icon
National Fuel Gas
NFG
+$230K

Sector Composition

1 Technology 26.17%
2 Financials 19.46%
3 Energy 14.58%
4 Industrials 8.68%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,372