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
151
– –
-3,195
152
– –
-1,838
153
– –
-25,200
3 4 5 6
7