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
$85.3M
AUM Growth
-$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$346K
2 +$245K
3 +$188K
4
UNP icon
Union Pacific
UNP
+$186K
5
APD icon
Air Products & Chemicals
APD
+$127K

Top Sells

1 +$4.19M
2 +$599K
3 +$351K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$278K
5
HON icon
Honeywell
HON
+$261K

Sector Composition

1 Financials 9.57%
2 Technology 6.34%
3 Healthcare 5.41%
4 Consumer Discretionary 4.94%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9K 0.01%
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$6K 0.01%
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$5K 0.01%
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$5K 0.01%
738
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$5K 0.01%
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$4K ﹤0.01%
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108
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$4K ﹤0.01%
52