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
$577M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.46M
3
+$2.26M
4
ITW icon
Illinois Tool Works
ITW
+$279K
5
JPM icon
JPMorgan Chase
JPM
+$253K

Top Sells

1
+$10.5M
2
+$7.57M
3
+$1.25M
4
DOV icon
Dover
DOV
+$1.21M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.09M

Sector Composition

1 Industrials 17.33%
2 Financials 14.46%
3 Technology 12.79%
4 Healthcare 11.94%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 1.08%
89,311
+1,550
27
$6.18M 1.07%
34,709
28
$5.43M 0.94%
183,848
+4,153
29
$4.37M 0.76%
26,705
+1,233
30
$3.98M 0.69%
82,104
31
$3.95M 0.69%
36,753
-6,572
32
$3.95M 0.68%
103,803
-17,393
33
$3.8M 0.66%
93,645
+4,628
34
$3.66M 0.63%
66,108
+92
35
$3.6M 0.62%
20,230
36
$3.53M 0.61%
94,980
-1,524
37
$3.49M 0.6%
34,518
+1,136
38
$3.1M 0.54%
55,065
-336
39
$3.09M 0.54%
50,294
+1,785
40
$3.02M 0.52%
34,158
-31
41
$2.77M 0.48%
8,619
-99
42
$2.74M 0.48%
66,605
+2,205
43
$2.67M 0.46%
14,659
44
$2.66M 0.46%
28,187
+1,540
45
$2.64M 0.46%
22,015
46
$2.13M 0.37%
24,478
47
$2.12M 0.37%
47,321
-1,820
48
$2.1M 0.36%
14,260
-3,135
49
$1.88M 0.33%
28,800
+3,577
50
$1.84M 0.32%
12,650
+144
1
2
3 4 5