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
$669M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$1.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.01M
5
AMZN icon
Amazon
AMZN
+$977K

Top Sells

1
+$3.6M
2
+$2.78M
3
+$1.48M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.14M

Sector Composition

1 Industrials 17.39%
2 Technology 16.35%
3 Healthcare 11.3%
4 Financials 10.58%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.68%
54,190
-85
27
$4.56M 0.68%
23,424
28
$4.42M 0.66%
17,058
29
$4.19M 0.63%
192,729
+7,198
30
$4.11M 0.62%
16,236
31
$3.67M 0.55%
66,976
+800
32
$3.49M 0.52%
23,855
33
$3.46M 0.52%
75,215
+4,030
34
$3.42M 0.51%
23,150
35
$3.35M 0.5%
57,021
+6,000
36
$3.34M 0.5%
28,053
37
$3.24M 0.49%
78,706
+3,361
38
$3.16M 0.47%
8,443
39
$3.03M 0.45%
82,248
-6,287
40
$3M 0.45%
+21,734
41
$3M 0.45%
+14,139
42
$2.63M 0.39%
16,140
+6,000
43
$2.44M 0.37%
10,541
44
$2.39M 0.36%
28,185
+10,201
45
$2.35M 0.35%
28,187
46
$2.33M 0.35%
12,837
+2,600
47
$2.26M 0.34%
30,900
-22
48
$2.25M 0.34%
46,839
-100
49
$2.15M 0.32%
23,190
50
$2.14M 0.32%
34,528
+4,663
1
2
3 4 5