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
$806M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.55M
3
+$1.14M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$631K

Top Sells

1
+$4.8M
2
+$4.24M
3
+$2.3M
4
WM icon
Waste Management
WM
+$1.48M
5
GD icon
General Dynamics
GD
+$1.29M

Sector Composition

1 Industrials 22.38%
2 Technology 16.08%
3 Financials 9.45%
4 Healthcare 9.29%
5 Energy 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 1.52%
44,209
-1,300
27
$12.2M 1.51%
89,158
-5,781
28
$12M 1.48%
301,272
-13,604
29
$11.7M 1.45%
14,855
-1,168
30
$11.2M 1.39%
75,393
-2,971
31
$11.1M 1.37%
80,856
-1,885
32
$9.69M 1.2%
104,723
-2,135
33
$8.21M 1.02%
71,299
-1,011
34
$6.87M 0.85%
81,976
-406
35
$6.29M 0.78%
56,899
-2,234
36
$6.16M 0.76%
25,429
-1,016
37
$4.83M 0.6%
5,861
-498
38
$4.54M 0.56%
20,830
-177
39
$4.37M 0.54%
8,025
+44
40
$4.28M 0.53%
16,000
41
$3.98M 0.49%
20,601
-239
42
$3.92M 0.49%
10,476
43
$3.87M 0.48%
49,447
-1,836
44
$3.62M 0.45%
22,545
-187
45
$3.5M 0.43%
55,065
-200
46
$2.72M 0.34%
14,908
+256
47
$2.53M 0.31%
20,468
+3,078
48
$2.37M 0.29%
26,919
49
$2.02M 0.25%
34,549
-142
50
$1.86M 0.23%
2,055
-1,401
1
2
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