WB

West Bancorporation Portfolio holdings

AUM $180M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
1,000
227
$22K 0.01%
200
228
$22K 0.01%
320
229
$22K 0.01%
428
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$22K 0.01%
1,000
231
$21K 0.01%
1,000
232
$21K 0.01%
94
233
$21K 0.01%
138
234
$21K 0.01%
171
235
$21K 0.01%
673
236
$21K 0.01%
191
-170
237
$21K 0.01%
+460
238
$20K 0.01%
260
239
$20K 0.01%
81
-16
240
$19K 0.01%
1,000
241
$19K 0.01%
352
242
$18K 0.01%
137
243
$18K 0.01%
+230
244
$18K 0.01%
222
245
$17K 0.01%
1,046
246
$17K 0.01%
+6,400
247
$16K 0.01%
108
248
$16K 0.01%
2,000
249
$16K 0.01%
115
250
$15K 0.01%
1,000
8 9
10
11 12