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
$806M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.55M
3
+$1.14M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$631K

Top Sells

1
+$4.8M
2
+$4.24M
3
+$2.3M
4
WM icon
Waste Management
WM
+$1.48M
5
GD icon
General Dynamics
GD
+$1.29M

Sector Composition

1 Industrials 22.38%
2 Technology 16.08%
3 Financials 9.45%
4 Healthcare 9.29%
5 Energy 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.22%
9,778
+333
52
$1.72M 0.21%
3,418
+337
53
$1.68M 0.21%
6,400
+247
54
$1.67M 0.21%
22,249
55
$1.55M 0.19%
9,046
+57
56
$1.55M 0.19%
+7,819
57
$1.53M 0.19%
4,453
-381
58
$1.42M 0.18%
34,445
-900
59
$1.41M 0.17%
6,599
60
$1.37M 0.17%
3,363
+1,551
61
$1.33M 0.17%
15,157
62
$1.24M 0.15%
20,495
63
$1.17M 0.15%
61,215
-1,200
64
$1.17M 0.14%
5,160
65
$1.11M 0.14%
7,835
-100
66
$1.07M 0.13%
2,930
67
$1.06M 0.13%
13,700
+100
68
$1.06M 0.13%
4,230
-228
69
$1.03M 0.13%
1,925
-203
70
$1.02M 0.13%
26,377
71
$947K 0.12%
9,445
72
$918K 0.11%
11,325
73
$908K 0.11%
5,504
-47
74
$846K 0.11%
11,034
75
$802K 0.1%
11,844
-915
1 2
3
4 5