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
101
$407K 0.05%
2,500
102
$393K 0.05%
5,416
+60
103
$353K 0.04%
89
+2
104
$326K 0.04%
3,062
105
$323K 0.04%
8,118
+92
106
$323K 0.04%
5,100
107
$317K 0.04%
4,700
-730
108
$315K 0.04%
567
+34
109
$308K 0.04%
1,360
+76
110
$307K 0.04%
1,115
111
$302K 0.04%
2,499
+100
112
$300K 0.04%
21,900
113
$298K 0.04%
2,200
114
$294K 0.04%
9,313
115
$292K 0.04%
3,275
116
$289K 0.04%
2,675
117
$276K 0.03%
3,656
118
$274K 0.03%
2,490
+40
119
$273K 0.03%
536
-7
120
$267K 0.03%
5,029
-500
121
$262K 0.03%
1,908
-300
122
$261K 0.03%
+397
123
$260K 0.03%
1,879
124
$253K 0.03%
2,516
125
$250K 0.03%
+3,000
3 4
5
6 7