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
$859M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$1.64M
3
+$1.64M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.41M
5
UPS icon
United Parcel Service
UPS
+$460K

Top Sells

1
+$24M
2
+$20.7M
3
+$718K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$626K
5
UBSI icon
United Bankshares
UBSI
+$594K

Sector Composition

1 Industrials 23.55%
2 Technology 15.89%
3 Financials 9.82%
4 Healthcare 9.45%
5 Energy 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.22%
4,678
+225
52
$1.78M 0.21%
2,007
-48
53
$1.76M 0.2%
6,395
-5
54
$1.74M 0.2%
16,062
+13,000
55
$1.74M 0.2%
22,249
56
$1.72M 0.2%
8,712
-334
57
$1.63M 0.19%
9,720
-58
58
$1.53M 0.18%
24,505
-10,044
59
$1.53M 0.18%
33,963
-482
60
$1.34M 0.16%
7,835
61
$1.33M 0.15%
20,495
62
$1.32M 0.15%
6,394
-205
63
$1.28M 0.15%
12,509
-2,648
64
$1.2M 0.14%
5,313
+153
65
$1.19M 0.14%
13,250
-450
66
$1.15M 0.13%
27,000
+623
67
$1.15M 0.13%
52,233
-8,982
68
$1.13M 0.13%
4,230
69
$1.11M 0.13%
9,637
+192
70
$1.03M 0.12%
2,739
-191
71
$998K 0.12%
19,298
72
$998K 0.12%
11,325
73
$983K 0.11%
3,628
74
$956K 0.11%
11,844
75
$952K 0.11%
5,599
+95
1 2
3
4 5