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
$222M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$31.2M
3
+$13.1M
4
CVX icon
Chevron
CVX
+$8.92M
5
T icon
AT&T
T
+$6.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.98%
2 Financials 19.89%
3 Energy 16.12%
4 Consumer Staples 8.23%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 14.44%
+1,209,832
2
$31.2M 14.1%
+315,559
3
$13.1M 5.89%
+144,550
4
$8.92M 4.02%
+75,345
5
– –
0
6
$6.5M 2.94%
+243,264
7
$6.24M 2.81%
+155,465
8
$6.1M 2.75%
+176,452
9
$5.8M 2.62%
+76,648
10
$5.64M 2.55%
+231,938
11
$5.63M 2.54%
+97,059
12
$5.61M 2.53%
+64,735
13
$5.45M 2.46%
+179,001
14
$5.27M 2.38%
+372,344
15
$5.25M 2.37%
+150,416
16
$5.21M 2.35%
+71,232
17
$5.15M 2.32%
+59,538
18
$5.12M 2.31%
+51,722
19
$4.77M 2.15%
+85,559
20
$2.96M 1.34%
+38,520
21
$2.63M 1.19%
+49,912
22
$2.21M 1%
+83,051
23
$2.08M 0.94%
+18,675
24
$1.93M 0.87%
+10,553
25
$1.7M 0.77%
+19,763
1
2 3 4 5