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
$839M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.42M
3
+$1.23M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$801K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$666K

Top Sells

1
+$2.68M
2
+$1.45M
3
+$1.24M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$688K
5
KLAC icon
KLA
KLAC
+$669K

Sector Composition

1 Industrials 23.51%
2 Technology 16.05%
3 Financials 10.63%
4 Healthcare 8.85%
5 Energy 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$410K 0.05%
+1,770
102
$399K 0.05%
2,394
-31
103
$395K 0.05%
12,563
+250
104
$362K 0.04%
6,728
-4,626
105
$358K 0.04%
72
106
$357K 0.04%
8,118
-192
107
$355K 0.04%
+6,693
108
$351K 0.04%
5,500
-100
109
$336K 0.04%
3,252
-23
110
$315K 0.04%
2,399
-100
111
$313K 0.04%
3,537
-7,788
112
$301K 0.04%
2,490
113
$289K 0.03%
4,110
-1,246
114
$281K 0.03%
4,000
115
$256K 0.03%
506
-30
116
$255K 0.03%
2,200
117
$252K 0.03%
1,908
118
$251K 0.03%
2,000
119
$245K 0.03%
2,116
120
$233K 0.03%
994
121
$218K 0.03%
2,400
-122
122
$214K 0.03%
843
-82
123
$210K 0.03%
5,240
-239
124
$209K 0.03%
650
125
$209K 0.02%
+302
2 3 4
5
6