UBV

United Bank (Virginia) Portfolio holdings

AUM $835M
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
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
51
$200K 0.24%
+4,334
52
-8,188