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%
+620
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$11K 0.01%
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$9K 0.01%
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256
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+187
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$9K 0.01%
+477
259
$9K 0.01%
+100
260
$9K 0.01%
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261
$8K 0.01%
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262
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263
$8K 0.01%
+74
264
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$7K 0.01%
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$6K ﹤0.01%
+469
275
$6K ﹤0.01%
+250