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
$264M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$6.89M
2 +$1.54M
3 +$616K
4
F icon
Ford
F
+$350K
5
T icon
AT&T
T
+$350K

Top Sells

1 +$6.87M
2 +$794K
3 +$371K
4
KO icon
Coca-Cola
KO
+$326K
5
IWC icon
iShares Micro-Cap ETF
IWC
+$293K

Sector Composition

1 Technology 28.47%
2 Financials 18.12%
3 Energy 12.4%
4 Consumer Staples 8.11%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,800