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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K 0.01%
267
252
$15K 0.01%
120
253
$14K 0.01%
485
254
$14K 0.01%
406
255
$14K 0.01%
278
+160
256
$12K 0.01%
70
-17
257
$12K 0.01%
886
-241
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$11K 0.01%
61
259
$11K 0.01%
500
-500
260
$11K 0.01%
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261
$11K 0.01%
136
262
$10K 0.01%
39
263
$10K 0.01%
121
264
$10K 0.01%
295
265
$10K 0.01%
396
266
$10K 0.01%
477
267
$10K 0.01%
906
268
$10K 0.01%
171
269
$9K 0.01%
57
270
$9K 0.01%
187
271
$9K 0.01%
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$9K 0.01%
100
273
$9K 0.01%
47
274
$8K 0.01%
33
275
$8K 0.01%
200
9 10
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12 13