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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.32M
3
+$977K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$963K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$802K

Top Sells

1
+$2.18M
2
+$460K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
115
227
$14K 0.01%
151
-40
228
$14K 0.01%
108
229
$12K 0.01%
6,400
230
$12K 0.01%
1,000
231
$12K 0.01%
1,000
232
$11K 0.01%
100
-100
233
$10K 0.01%
100
234
$10K 0.01%
886
235
$10K 0.01%
165
236
$9K 0.01%
278
237
$9K 0.01%
2,000
238
$9K 0.01%
171
239
$9K 0.01%
396
240
$9K 0.01%
500
241
$9K 0.01%
57
242
$8K 0.01%
+283
243
$8K 0.01%
353
-53
244
$8K 0.01%
500
245
$8K 0.01%
39
246
$7K ﹤0.01%
102
247
$6K ﹤0.01%
152
248
$5K ﹤0.01%
122
249
$5K ﹤0.01%
+67
250
$5K ﹤0.01%
67
8 9
10
11 12