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
76
$837K 0.11%
7,935
77
$822K 0.1%
18,754
-317
78
$793K 0.1%
3,565
79
$784K 0.1%
15,597
-7,068
80
$756K 0.1%
1,146
+745
81
$733K 0.09%
1,944
82
$724K 0.09%
2,765
-30
83
$694K 0.09%
1,735
84
$650K 0.08%
2,690
85
$650K 0.08%
12,363
+3,000
86
$630K 0.08%
2,703
87
$626K 0.08%
1,756
-61
88
$601K 0.08%
2,757
89
$564K 0.07%
9,293
90
$561K 0.07%
3,402
-44
91
$550K 0.07%
2,741
92
$543K 0.07%
1
93
$536K 0.07%
11,408
-58
94
$532K 0.07%
5,850
95
$506K 0.06%
4,641
-62
96
$490K 0.06%
1,026
97
$485K 0.06%
1,770
98
$480K 0.06%
1,622
99
$466K 0.06%
11,558
100
$438K 0.05%
3,350
2 3
4
5 6