UBWV
United Bank (West Virginia) Portfolio holdings
AUM
$252M
1-Year Return
13.14%
This Quarter Return
+8.23%
1 Year Return
+13.14%
3 Year Return
+22.71%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$18.4M
(+7.9%)
Cap. Flow
-$6.57M
Cap. Flow
% of AUM
-2.61%
Top 10 Holdings %
Top 10 Hldgs %
53.84%
Holding
128
New
8
Increased
45
Reduced
38
Closed
5
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
+$548K |
| 2 |
Baxter International
BAX
|
+$518K |
| 3 |
Cisco
CSCO
|
+$380K |
| 4 |
CVS Health
CVS
|
+$237K |
| 5 |
Abbott
ABT
|
+$233K |
Top Sells
| 1 |
Natural Resource Partners
NRP
|
+$6.18M |
| 2 |
United Bankshares
UBSI
|
+$3.2M |
| 3 |
Owens Corning
OC
|
+$446K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$313K |
| 5 |
Exxon Mobil
XOM
|
+$239K |
Sector Composition
| 1 | Technology | 26.17% |
| 2 | Financials | 19.46% |
| 3 | Energy | 14.58% |
| 4 | Industrials | 8.68% |
| 5 | Consumer Staples | 7.69% |