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
$218M
AUM Growth
+$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$380K
3
+$274K
4
LLY icon
Eli Lilly
LLY
+$210K
5
CSX icon
CSX Corp
CSX
+$205K

Top Sells

1
+$1.49M
2
+$1.32M
3
+$462K
4
MSFT icon
Microsoft
MSFT
+$417K
5
QCOM icon
Qualcomm
QCOM
+$385K

Sector Composition

1 Industrials 22.8%
2 Financials 21.28%
3 Technology 11.59%
4 Energy 9.27%
5 Healthcare 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 15.48%
895,405
+7,263
2
$31.2M 14.31%
289,455
3
$7.12M 3.27%
69,222
-3,461
4
$6.48M 2.97%
229,112
-9,484
5
$6.33M 2.91%
206,465
-10,516
6
$5.91M 2.71%
102,594
-7,242
7
$5.67M 2.6%
64,900
+932
8
$5.35M 2.46%
126,546
-6,523
9
$5.01M 2.3%
157,998
-9,024
10
$4.82M 2.21%
44,096
-2,836
11
$4.81M 2.21%
70,220
-5,619
12
$4.72M 2.17%
79,360
-5,387
13
$4.54M 2.08%
99,802
-6,235
14
$4.37M 2.01%
169,477
-10,339
15
$4.31M 1.98%
38,700
-514
16
$3.85M 1.77%
36,826
-985
17
$3.72M 1.71%
38,101
-2,732
18
$3.54M 1.62%
53,245
-3,700
19
$3.53M 1.62%
25,931
-1,336
20
$3.35M 1.54%
277,667
-10,892
21
$3.26M 1.5%
36,327
+156
22
$3.1M 1.42%
46,568
-520
23
$2.71M 1.24%
71,867
-743
24
$2.43M 1.11%
17,112
-797
25
$2.32M 1.07%
72,264
-681
1
2 3 4 5