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
$577M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.46M
3
+$2.26M
4
ITW icon
Illinois Tool Works
ITW
+$279K
5
JPM icon
JPMorgan Chase
JPM
+$253K

Top Sells

1
+$10.5M
2
+$7.57M
3
+$1.25M
4
DOV icon
Dover
DOV
+$1.21M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$1.09M

Sector Composition

1 Industrials 17.33%
2 Financials 14.46%
3 Technology 12.79%
4 Healthcare 11.94%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.31%
28,121
+2,021
52
$1.8M 0.31%
12,481
-256
53
$1.76M 0.3%
10,541
54
$1.7M 0.29%
30,443
55
$1.69M 0.29%
23,150
56
$1.58M 0.27%
40,332
57
$1.57M 0.27%
12,459
+1,185
58
$1.56M 0.27%
34,667
59
$1.53M 0.27%
23,855
-187
60
$1.45M 0.25%
15,428
61
$1.44M 0.25%
7,426
62
$1.32M 0.23%
22,053
+940
63
$1.3M 0.22%
15,239
64
$1.26M 0.22%
47,063
65
$1.23M 0.21%
3,289
66
$1.17M 0.2%
4,967
-450
67
$1.15M 0.2%
16,507
+1,250
68
$1.1M 0.19%
6,223
69
$1.09M 0.19%
7,400
70
$1.08M 0.19%
6,740
71
$1.05M 0.18%
11,420
-400
72
$1.03M 0.18%
5,866
-831
73
$980K 0.17%
10,743
+967
74
$974K 0.17%
4,459
+413
75
$924K 0.16%
10,849
-497
1 2
3
4 5