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
101
$435K 0.05%
1,800
102
$420K 0.05%
3,000
103
$397K 0.05%
3,656
-102
104
$389K 0.05%
913
-31
105
$384K 0.05%
643
-12
106
$383K 0.05%
2,600
107
$375K 0.05%
5,330
108
$374K 0.05%
826
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109
$351K 0.04%
3,897
110
$346K 0.04%
1,115
111
$333K 0.04%
5,110
112
$332K 0.04%
1,353
-74,183
113
$332K 0.04%
3,262
114
$321K 0.04%
2,500
115
$302K 0.04%
21,900
116
$302K 0.04%
85
117
$300K 0.04%
2,208
118
$297K 0.04%
2,660
-900
119
$290K 0.04%
9,313
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120
$283K 0.04%
537
-75
121
$281K 0.04%
2,399
122
$276K 0.03%
5,029
123
$273K 0.03%
2,675
124
$270K 0.03%
8,026
-91
125
$270K 0.03%
3,275
-551
3 4
5
6 7