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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
6,400
227
$9K 0.01%
100
228
$9K 0.01%
500
229
$8K 0.01%
39
230
$8K 0.01%
57
231
$7K 0.01%
102
232
$5K ﹤0.01%
136
233
$5K ﹤0.01%
+620
234
$5K ﹤0.01%
35
235
$5K ﹤0.01%
100
236
$5K ﹤0.01%
67
237
$4K ﹤0.01%
241
238
$4K ﹤0.01%
90
239
$4K ﹤0.01%
66
240
$4K ﹤0.01%
+698
241
$4K ﹤0.01%
232
-121
242
$4K ﹤0.01%
49
243
$4K ﹤0.01%
122
244
$3K ﹤0.01%
62
245
$3K ﹤0.01%
108
246
$3K ﹤0.01%
34
247
$3K ﹤0.01%
49
248
$3K ﹤0.01%
19
249
$2K ﹤0.01%
1
250
$2K ﹤0.01%
25
8 9
10
11 12