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
$461M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.56M
3
+$2.4M
4
GLW icon
Corning
GLW
+$1.92M
5
CVX icon
Chevron
CVX
+$1.2M

Top Sells

1
+$2.19M
2
+$1.9M
3
+$1.71M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.43M
5
WM icon
Waste Management
WM
+$1.15M

Sector Composition

1 Industrials 15.96%
2 Technology 13.75%
3 Healthcare 12.9%
4 Financials 10.65%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.83M 1.48%
143,315
-572
27
$4.06M 0.88%
184,413
+565
28
$3.39M 0.74%
82,104
29
$3.17M 0.69%
24,622
-2,083
30
$3.08M 0.67%
81,049
-8,262
31
$2.94M 0.64%
66,499
+391
32
$2.9M 0.63%
20,215
-15
33
$2.85M 0.62%
92,092
-2,888
34
$2.76M 0.6%
51,414
+1,120
35
$2.6M 0.57%
32,607
-4,146
36
$2.55M 0.55%
33,478
-680
37
$2.38M 0.52%
26,664
+4,649
38
$2.34M 0.51%
14,911
+252
39
$2.32M 0.5%
96,027
-7,776
40
$2.28M 0.49%
28,132
-6,386
41
$2.25M 0.49%
28,187
42
$2.19M 0.48%
76,135
+9,530
43
$2.19M 0.47%
8,487
-132
44
$2.07M 0.45%
23,190
-1,288
45
$1.72M 0.37%
27,800
-1,000
46
$1.66M 0.36%
12,459
47
$1.63M 0.35%
14,260
48
$1.57M 0.34%
50,933
-4,132
49
$1.54M 0.33%
27,600
-521
50
$1.34M 0.29%
31,960
+1,517
1
2
3 4 5