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
$669M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$3M
3
+$1.07M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.01M
5
AMZN icon
Amazon
AMZN
+$977K

Top Sells

1
+$3.6M
2
+$2.78M
3
+$1.48M
4
ABBV icon
AbbVie
ABBV
+$1.26M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.14M

Sector Composition

1 Industrials 17.39%
2 Technology 16.35%
3 Healthcare 11.3%
4 Financials 10.58%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.32%
19,933
-11,740
52
$1.94M 0.29%
13,300
+479
53
$1.93M 0.29%
28,135
+15,575
54
$1.9M 0.28%
36,160
55
$1.81M 0.27%
30,035
56
$1.76M 0.26%
7,426
57
$1.6M 0.24%
12,069
58
$1.6M 0.24%
7,517
+2,000
59
$1.59M 0.24%
8,752
+1,350
60
$1.56M 0.23%
17,760
+8,500
61
$1.54M 0.23%
30,687
+10,051
62
$1.49M 0.22%
7,592
+3,696
63
$1.46M 0.22%
8,914
64
$1.43M 0.21%
14,658
65
$1.38M 0.21%
6,318
+2,500
66
$1.36M 0.2%
33,920
67
$1.35M 0.2%
19,478
+14,560
68
$1.34M 0.2%
3,189
-100
69
$1.33M 0.2%
7,907
+1,300
70
$1.33M 0.2%
5,009
+900
71
$1.31M 0.2%
40,332
72
$1.27M 0.19%
13,878
+3,000
73
$1.2M 0.18%
16,507
74
$1.19M 0.18%
4,344
-149
75
$1.17M 0.17%
4,267
+3,000
1 2
3
4 5