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
$219M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.79M
3
+$2.64M
4
F icon
Ford
F
+$2.63M
5
DD icon
DuPont de Nemours
DD
+$2.62M

Top Sells

1
+$3.66M
2
+$3.28M
3
+$3.2M
4
BAX icon
Baxter International
BAX
+$1.95M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.9M

Sector Composition

1 Industrials 21.66%
2 Financials 21.12%
3 Technology 11.11%
4 Energy 8.34%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 15.3%
912,211
-3,768
2
$31.3M 14.32%
295,742
+828
3
$6.98M 3.19%
73,204
-6,625
4
$6.91M 3.16%
233,413
-54,836
5
$6.41M 2.93%
235,076
-556
6
$6.13M 2.8%
111,016
-13,007
7
$5.83M 2.67%
69,759
-5,121
8
$5.21M 2.38%
124,429
+4,886
9
$5.08M 2.32%
48,183
-3,691
10
$4.8M 2.19%
168,588
-10,395
11
$4.3M 1.97%
85,249
+2,685
12
$4.24M 1.94%
57,682
-3,870
13
$4.11M 1.88%
+39,214
14
$4.05M 1.85%
178,490
-1,929
15
$4.04M 1.85%
79,706
-6,747
16
$3.81M 1.74%
74,439
+2,349
17
$3.34M 1.53%
32,558
+25,561
18
$3.3M 1.51%
244,686
+195,093
19
$3.27M 1.49%
84,046
+71,706
20
$3.03M 1.38%
24,084
-25,443
21
$2.94M 1.34%
49,568
-1,020
22
$2.92M 1.34%
35,494
+1,000
23
$2.8M 1.28%
64,320
-75,192
24
$2.64M 1.21%
+21,559
25
$2.58M 1.18%
77,520
1
2 3 4 5