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

Top Buys

1 +$6.77M
2 +$1.52M
3 +$582K
4
T icon
AT&T
T
+$350K
5
F icon
Ford
F
+$303K

Top Sells

1 +$6.96M
2 +$5.37M
3 +$762K
4
AAPL icon
Apple
AAPL
+$380K
5
KO icon
Coca-Cola
KO
+$336K

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