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
1
$36.6M 13.83%
303,387
-290
2
$32.3M 12.22%
1,044,967
-24,641
3
$13.7M 5.19%
146,012
+684
4
$9.81M 3.71%
82,237
+558
5
$9.63M 3.64%
382,372
-15,104
6
$8.91M 3.37%
192,247
-5,204
7
$8.26M 3.12%
310,187
+13,144
8
$7.83M 2.96%
188,335
-162
9
$7.21M 2.72%
91,467
-1,627
10
$7.18M 2.72%
73,072
+2,451
11
$6.95M 2.63%
276,270
+1,264
12
$6.77M 2.56%
+149,751
13
$6.73M 2.54%
188,939
+2,553
14
$6.67M 2.52%
79,950
+2,348
15
$6.58M 2.49%
83,947
+2,077
16
$6.53M 2.47%
68,892
+3,140
17
$5.39M 2.04%
121,410
+13,130
18
$5.08M 1.92%
130,201
+5,851
19
– –
0
20
$3.55M 1.34%
42,351
+79
21
$2.96M 1.12%
49,079
+237
22
$2.63M 0.99%
70,621
+40,875
23
$2.23M 0.84%
31,797
-3,209
24
$2.18M 0.82%
77,571
+3,073
25
$2.06M 0.78%
16,734
+1,238
1
2 3 4 5