WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$198K
3
+$186K
4
GS icon
Goldman Sachs
GS
+$173K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$151K

Top Sells

1
+$2.19M
2
+$369K
3
+$349K
4
DIS icon
Walt Disney
DIS
+$289K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$257K

Sector Composition

1 Financials 14.78%
2 Healthcare 4.8%
3 Technology 4.54%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K 0.01%
122
227
$4K 0.01%
112
228
$3K ﹤0.01%
200
229
$3K ﹤0.01%
62
230
$3K ﹤0.01%
70
-138
231
$3K ﹤0.01%
33
232
$3K ﹤0.01%
136
233
$3K ﹤0.01%
108
234
$3K ﹤0.01%
54
235
$3K ﹤0.01%
1,100
236
$3K ﹤0.01%
110
237
$3K ﹤0.01%
165
238
$3K ﹤0.01%
26
239
$3K ﹤0.01%
73
240
$3K ﹤0.01%
134
241
$2K ﹤0.01%
73
242
$2K ﹤0.01%
41
243
$2K ﹤0.01%
74
244
$2K ﹤0.01%
81
245
$2K ﹤0.01%
83
246
$2K ﹤0.01%
51
247
$2K ﹤0.01%
6
248
$2K ﹤0.01%
18
249
$2K ﹤0.01%
117
-124
250
$2K ﹤0.01%
29
8 9
10
11 12