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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$10.3M
3
+$9.21M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.67%
2 Technology 5.65%
3 Healthcare 4.36%
4 Consumer Discretionary 4.12%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K 0.01%
+396
252
$11K 0.01%
+39
253
$11K 0.01%
+61
254
$9K 0.01%
+47
255
$9K 0.01%
+100
256
$9K 0.01%
+477
257
$9K 0.01%
+121
258
$9K 0.01%
+187
259
$9K 0.01%
+57
260
$9K 0.01%
+152
261
$8K 0.01%
+134
262
$8K 0.01%
+33
263
$8K 0.01%
+171
264
$8K 0.01%
+74
265
$8K 0.01%
+220
266
$8K 0.01%
+165
267
$7K 0.01%
+200
268
$7K 0.01%
+129
269
$7K 0.01%
+906
270
$7K 0.01%
+25
271
$7K 0.01%
+142
272
$7K 0.01%
+295
273
$7K 0.01%
+100
274
$6K ﹤0.01%
+118
275
$6K ﹤0.01%
+48
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