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UBV

United Bank (Virginia) Portfolio holdings

AUM $781M
1-Year Est. Return 27.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.1%
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
+$26.6M
2
+$1.61M
3
+$1.58M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M
5
UPS icon
United Parcel Service
UPS
+$443K

Top Sells

1
+$23.7M
2
+$20.5M
3
+$690K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$606K
5
UBSI icon
United Bankshares
UBSI
+$584K

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
101
$418K 0.05%
5,356
-60
102
$414K 0.05%
5,600
+500
103
$409K 0.05%
2,396
-402
104
$409K 0.05%
12,313
+3,000
105
$398K 0.05%
805
-135
106
$392K 0.05%
3,000
107
$366K 0.04%
3,275
108
$357K 0.04%
2,675
109
$338K 0.04%
2,499
110
$333K 0.04%
4,700
111
$330K 0.04%
8,310
+192
112
$313K 0.04%
536
113
$309K 0.04%
21,900
114
$303K 0.04%
1,800
-425
115
$299K 0.03%
1,115
116
$299K 0.03%
5,479
+450
117
$297K 0.03%
2,200
118
$293K 0.03%
2,490
119
$278K 0.03%
1,908
120
$262K 0.03%
1,879
121
$262K 0.03%
+2,522
122
$261K 0.03%
2,149
123
$256K 0.03%
2,116
-400
124
$247K 0.03%
994
125
$242K 0.03%
+925
2 3 4
5
6