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
76
$801K 0.1%
19,298
-30
77
$800K 0.1%
3,628
+13
78
$760K 0.09%
1,944
79
$646K 0.08%
3,323
-79
80
$641K 0.08%
2,685
-18
81
$620K 0.08%
1,660
-55
82
$612K 0.08%
1
83
$600K 0.07%
5,876
-1,152
84
$586K 0.07%
2,347
-410
85
$582K 0.07%
8,220
-45
86
$571K 0.07%
4,616
-165
87
$566K 0.07%
2,791
+50
88
$556K 0.07%
11,354
-380
89
$546K 0.07%
1,770
90
$545K 0.07%
996
-30
91
$526K 0.07%
11,558
92
$523K 0.06%
5,850
93
$516K 0.06%
13,179
-803
94
$513K 0.06%
1,540
-82
95
$479K 0.06%
3,000
96
$474K 0.06%
2,798
+198
97
$448K 0.06%
527
-120
98
$424K 0.05%
3,200
-150
99
$423K 0.05%
2,659
-603
100
$415K 0.05%
940
+17
2 3
4
5 6