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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.32M
3
+$977K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$963K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$802K

Top Sells

1
+$2.18M
2
+$460K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
100
252
$5K ﹤0.01%
142
253
$5K ﹤0.01%
26
254
$5K ﹤0.01%
35
-35
255
$4K ﹤0.01%
250
256
$4K ﹤0.01%
49
257
$4K ﹤0.01%
49
258
$4K ﹤0.01%
136
259
$4K ﹤0.01%
1,000
260
$4K ﹤0.01%
66
261
$4K ﹤0.01%
90
-262
262
$4K ﹤0.01%
62
263
$4K ﹤0.01%
241
-2,000
264
$3K ﹤0.01%
469
265
$3K ﹤0.01%
19
266
$3K ﹤0.01%
34
267
$3K ﹤0.01%
250
268
$3K ﹤0.01%
6
269
$3K ﹤0.01%
108
270
$2K ﹤0.01%
20
271
$2K ﹤0.01%
200
272
$2K ﹤0.01%
39
273
$2K ﹤0.01%
17
-120
274
$2K ﹤0.01%
100
275
$2K ﹤0.01%
25
9 10
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12 13