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
$461M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.56M
3
+$2.4M
4
GLW icon
Corning
GLW
+$1.92M
5
CVX icon
Chevron
CVX
+$1.2M

Top Sells

1
+$2.19M
2
+$1.9M
3
+$1.71M
4
DVYE icon
iShares Emerging Markets Dividend ETF
DVYE
+$1.43M
5
WM icon
Waste Management
WM
+$1.15M

Sector Composition

1 Industrials 15.96%
2 Technology 13.75%
3 Healthcare 12.9%
4 Financials 10.65%
5 Consumer Staples 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.29%
23,855
52
$1.3M 0.28%
23,150
53
$1.3M 0.28%
14,658
-581
54
$1.2M 0.26%
42,670
-50,975
55
$1.19M 0.26%
34,667
56
$1.17M 0.25%
12,055
-426
57
$1.16M 0.25%
21,372
-681
58
$1.11M 0.24%
15,929
+9,159
59
$1.08M 0.24%
10,541
60
$1.08M 0.24%
7,426
61
$991K 0.22%
10,103
-2,547
62
$988K 0.21%
10,140
-1,280
63
$975K 0.21%
4,882
-85
64
$939K 0.2%
27,536
-19,785
65
$910K 0.2%
11,072
-109
66
$884K 0.19%
5,866
67
$883K 0.19%
16,507
68
$869K 0.19%
10,743
69
$867K 0.19%
14,611
-817
70
$865K 0.19%
3,289
71
$835K 0.18%
7,200
-200
72
$783K 0.17%
5,854
-369
73
$750K 0.16%
12,900
-260
74
$747K 0.16%
4,003
-456
75
$708K 0.15%
40,332
1 2
3
4 5