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
$255M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.45M
3
+$1.62M
4
T icon
AT&T
T
+$698K
5
PM icon
Philip Morris
PM
+$622K

Top Sells

1
+$6.46M
2
+$5.78M
3
+$3.91M
4
NFG icon
National Fuel Gas
NFG
+$798K
5
OC icon
Owens Corning
OC
+$757K

Sector Composition

1 Technology 27.8%
2 Financials 18.48%
3 Energy 13.65%
4 Industrials 8%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,240
127
– –
-1,765
128
– –
-3,621
2 3 4 5
6