UBV
United Bank (Virginia) Portfolio holdings
AUM
$781M
1-Year Est. Return
27.1%
This Fund
S&P 500
1 Year Est. Return
+27.1%
AUM
$781M
AUM Growth
+$23.7M
(+3.1%)
Holding
133
Top Buys
| 1 | +$5.66M | |
| 2 | +$5.44M | |
| 3 | +$4.85M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.49M |
| 5 |
Abbott
ABT
|
+$1.02M |
Top Sells
| 1 | +$8.01M | |
| 2 | +$4.96M | |
| 3 | +$3.78M | |
| 4 |
Cummins
CMI
|
+$2.4M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.1M |
Sector Composition
| 1 | Industrials | 27.59% |
| 2 | Technology | 14.48% |
| 3 | Financials | 12.22% |
| 4 | Healthcare | 7.5% |
| 5 | Energy | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
IBM
IBM
$280B
| – | – |
-705
|
|
||
127
iShares Russell 1000 ETF
IWB
$49B
| – | – |
-650
|
|
||
128
Lowe's Companies
LOW
$120B
| – | – |
-1,027
|
|
||
129
Netflix
NFLX
$362B
| – | – |
-4,700
|
|
||
130
Palo Alto Networks
PANW
$228B
| – | – |
-1,430
|
|
||
131
Workiva
WK
$2.79B
| – | – |
-2,639
|
|
||
132
State Street Technology Select Sector SPDR ETF
XLK
$124B
| – | – |
-1,424
|
|
||
133
Zoetis
ZTS
$32.6B
| – | – |
-1,600
|
|