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
$475M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.4M
3
+$1.81M
4
KLAC icon
KLA
KLAC
+$1.12M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$541K

Top Sells

1
+$10M
2
+$9.26M
3
+$1.01M
4
PG icon
Procter & Gamble
PG
+$412K
5
AAPL icon
Apple
AAPL
+$235K

Sector Composition

1 Industrials 22.49%
2 Financials 12.32%
3 Healthcare 11.86%
4 Technology 11.15%
5 Consumer Staples 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.05%
+7,131
127
$248K 0.05%
2,311
-85
128
$240K 0.05%
4,650
-479
129
$238K 0.05%
2,093
130
$236K 0.05%
2,053
-131
131
$222K 0.05%
+821
132
$212K 0.04%
+2,369
133
$207K 0.04%
+599
134
$203K 0.04%
3,697
-466
2 3 4 5
6