UCB
United Community Bank Portfolio holdings
AUM
$323M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$323M
AUM Growth
+$30.6M
(+10%)
Holding
641
Top Buys
| 1 | +$2.58M | |
| 2 | +$1.86M | |
| 3 | +$1.77M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.71M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.4M |
Top Sells
| 1 | +$1.65M | |
| 2 | +$1.61M | |
| 3 | +$1.54M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.46M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$1.39M |
Sector Composition
| 1 | Financials | 18.62% |
| 2 | Technology | 12.32% |
| 3 | Healthcare | 5.72% |
| 4 | Consumer Discretionary | 5.4% |
| 5 | Communication Services | 5.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard High Dividend Yield ETF
VYM
$69.5B
| $1.53M | 0.47% |
10,851
+7,680
|
|
||
52
Verizon
VZ
$168B
| $1.51M | 0.47% |
34,399
+10,005
|
|
||
53
NextEra Energy
NEE
$170B
| $1.51M | 0.47% |
19,937
+6,931
|
|
||
54
Booking.com
BKNG
$170B
| $1.48M | 0.46% |
275
+13
|
|
||
55
Medtronic
MDT
$129B
| $1.35M | 0.42% |
14,188
-12,349
|
|
||
56
Eli Lilly
LLY
$889B
| $1.26M | 0.39% |
1,651
+171
|
|
||
57
Exxon Mobil
XOM
$503B
| $1.22M | 0.38% |
10,838
+188
|
|
||
58
Gilead Sciences
GILD
$151B
| $1.21M | 0.37% |
10,862
+4,448
|
|
||
59
iShares Expanded Tech-Software Sector ETF
IGV
$8.5B
| $1.17M | 0.36% |
10,212
|
|
||
60
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
| $1.17M | 0.36% |
19,867
+2,021
|
|
||
61
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
| $1.15M | 0.36% |
13,910
+9,565
|
|
||
62
Oracle
ORCL
$634B
| $1.15M | 0.36% |
4,092
-655
|
|
||
63
Merck
MRK
$243B
| $1.15M | 0.36% |
13,673
+6,994
|
|
||
64
Applied Materials
AMAT
$219B
| $1.14M | 0.35% |
5,571
-468
|
|
||
65
Vanguard Real Estate ETF
VNQ
$33.6B
| $1.13M | 0.35% |
12,406
-533
|
|
||
66
Emerson Electric
EMR
$77.1B
| $1.12M | 0.35% |
8,517
+3,362
|
|
||
67
Adobe
ADBE
$144B
| $1.11M | 0.34% |
3,155
+459
|
|
||
68
SPDR Gold Trust
GLD
$143B
| $1.1M | 0.34% |
3,098
|
|
||
69
CSX Corp
CSX
$69.1B
| $1.07M | 0.33% |
30,058
+206
|
|
||
70
Charles Schwab
SCHW
$170B
| $1.05M | 0.33% |
11,045
+1,206
|
|
||
71
Comcast
CMCSA
$101B
| $1.04M | 0.32% |
33,172
+12,313
|
|
||
72
Kimberly-Clark
KMB
$34.2B
| $1.04M | 0.32% |
8,361
-10,550
|
|
||
73
Walmart Inc. Common Stock
WMT
$902B
| $1.03M | 0.32% |
9,967
+441
|
|
||
74
Salesforce
CRM
$247B
| $1.02M | 0.32% |
4,324
+545
|
|
||
75
Genuine Parts
GPC
$18.3B
| $1.01M | 0.31% |
7,304
-9,378
|
|