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
251
$2K ﹤0.01%
497
252
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422
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39
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11
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22
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257
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298
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22
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$1K ﹤0.01%
23
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