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
$838M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.17M
3
+$2.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.54M
5
PFE icon
Pfizer
PFE
+$1.86M

Top Sells

1
+$4.17M
2
+$3.8M
3
+$3.33M
4
XOM icon
Exxon Mobil
XOM
+$2.99M
5
WM icon
Waste Management
WM
+$2.62M

Sector Composition

1 Industrials 24.6%
2 Technology 14.68%
3 Financials 9.63%
4 Healthcare 9.58%
5 Energy 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.21%
6,153
+2
52
$1.68M 0.2%
22,249
53
$1.64M 0.2%
8,989
-708
54
$1.57M 0.19%
17,390
+340
55
$1.5M 0.18%
3,081
-1,290
56
$1.48M 0.18%
35,345
-4,650
57
$1.44M 0.17%
9,445
-813
58
$1.35M 0.16%
6,599
-50
59
$1.31M 0.16%
15,157
-2,990
60
$1.24M 0.15%
20,495
61
$1.18M 0.14%
2,128
62
$1.16M 0.14%
4,458
+1,768
63
$1.1M 0.13%
62,415
-13,161
64
$1.07M 0.13%
5,160
+160
65
$1.05M 0.13%
19,328
-490
66
$1.03M 0.12%
26,377
67
$997K 0.12%
7,935
68
$988K 0.12%
2,930
-122
69
$976K 0.12%
13,600
70
$971K 0.12%
5,551
-93
71
$952K 0.11%
11,325
-195
72
$921K 0.11%
3,615
+50
73
$913K 0.11%
9,445
74
$846K 0.1%
11,034
75
$773K 0.09%
1,944
1 2
3
4 5