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
$797M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$33.4M
2
+$13.7M
3
+$4.81M
4
VTV icon
Vanguard Value ETF
VTV
+$1.46M
5
AMZN icon
Amazon
AMZN
+$1.07M

Top Sells

1
+$31.9M
2
+$18.2M
3
+$16.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.37M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.06M

Sector Composition

1 Industrials 22.33%
2 Technology 16.43%
3 Healthcare 10.15%
4 Financials 10%
5 Energy 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.2%
6,151
52
$1.55M 0.19%
4,371
+39
53
$1.51M 0.19%
39,995
-6,183
54
$1.5M 0.19%
9,697
+745
55
$1.47M 0.19%
18,147
-692
56
$1.45M 0.18%
18,308
+508
57
$1.45M 0.18%
10,258
-376
58
$1.39M 0.18%
6,649
59
$1.27M 0.16%
75,576
-4,850
60
$1.19M 0.15%
20,495
61
$1.08M 0.14%
2,128
62
$1.08M 0.14%
9,917
-18,993
63
$1.03M 0.13%
1,642
-6
64
$1.02M 0.13%
19,818
-5,029
65
$974K 0.12%
26,377
66
$962K 0.12%
5,000
67
$959K 0.12%
5,644
-78
68
$954K 0.12%
13,600
69
$925K 0.12%
3,052
70
$917K 0.12%
9,445
71
$895K 0.11%
11,520
72
$873K 0.11%
2,488
73
$850K 0.11%
11,034
74
$844K 0.11%
17,050
75
$837K 0.11%
9,155
-943
1 2
3
4 5