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
$252M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$548K
2
+$518K
3
+$380K
4
CVS icon
CVS Health
CVS
+$237K
5
ABT icon
Abbott
ABT
+$233K

Top Sells

1
+$6.18M
2
+$3.2M
3
+$446K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$313K
5
XOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.8M 13.83%
1,107,367
-101,846
2
$34M 13.51%
312,318
3
$14.7M 5.84%
145,249
-2,357
4
$9.71M 3.86%
77,697
+744
5
$7.94M 3.15%
396,424
+3,304
6
$7.05M 2.8%
265,537
+5,020
7
$6.89M 2.74%
166,915
+3,848
8
$6.88M 2.73%
183,887
-134
9
$6.82M 2.71%
64,911
+533
10
$6.71M 2.66%
174,952
+6,087
11
$6.57M 2.61%
75,424
-149
12
– –
0
13
$6.28M 2.49%
74,920
+1,624
14
$6.02M 2.39%
69,100
+988
15
$5.96M 2.37%
186,687
+3,111
16
$5.88M 2.34%
91,234
+1,587
17
$5.71M 2.27%
254,436
+16,922
18
$5.61M 2.23%
57,787
+2,320
19
$3.5M 1.39%
49,001
-3,304
20
$3M 1.19%
36,807
-741
21
$2.92M 1.16%
49,912
-133
22
$2.89M 1.15%
76,396
+13,721
23
$2.37M 0.94%
81,374
-1,195
24
$2.33M 0.92%
17,315
-1,155
25
$1.9M 0.76%
22,248
1
2 3 4 5