UBV

United Bank (Virginia) Portfolio holdings

AUM $839M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.13M
3
+$725K
4
VUG icon
Vanguard Growth ETF
VUG
+$718K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$688K

Top Sells

1
+$521K
2
+$380K
3
+$280K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$261K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$260K

Sector Composition

1 Healthcare 20.06%
2 Technology 16.14%
3 Consumer Discretionary 6.97%
4 Consumer Staples 6.75%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.83%
43,928
27
$1.28M 1.54%
25,553
-10,433
28
$1.09M 1.32%
27,435
+232
29
$996K 1.2%
12,553
-700
30
$699K 0.84%
8,267
31
$619K 0.75%
7,944
-400
32
$579K 0.7%
16,230
33
$566K 0.68%
5,594
34
$498K 0.6%
4,854
35
$469K 0.57%
6,812
36
$443K 0.53%
+5,662
37
$434K 0.52%
24,576
-6,523
38
$416K 0.5%
14,160
39
$392K 0.47%
1,279
40
$391K 0.47%
3,268
41
$364K 0.44%
4,873
42
$349K 0.42%
+5,315
43
$294K 0.35%
4,958
44
$274K 0.33%
2,075
-143
45
$250K 0.3%
+6,440
46
$243K 0.29%
6,420
-6,880
47
$241K 0.29%
16,090
+3,090
48
$223K 0.27%
+3,373
49
$219K 0.26%
+1,469
50
$219K 0.26%
1,066
-890
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2
3