UBV

United Bank (Virginia) Portfolio holdings

AUM $757M
1-Year Est. Return 16.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.3M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$122K
3
+$57.7K

Top Sells

1
+$1.55M
2
+$1.06M
3
+$1.05M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.03M
5
AGN
Allergan plc
AGN
+$749K

Sector Composition

1 Technology 20.4%
2 Healthcare 15%
3 Industrials 10.93%
4 Consumer Discretionary 9.1%
5 Energy 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,322
52
– –
-65,500
53
– –
-3,251
54
– –
-3,858
1 2
3