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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
17
252
$2K ﹤0.01%
39
253
$2K ﹤0.01%
469
254
$1K ﹤0.01%
28
255
$1K ﹤0.01%
11
256
$1K ﹤0.01%
24
257
$1K ﹤0.01%
23
258
$1K ﹤0.01%
94
259
$1K ﹤0.01%
20
260
– –
-11
261
– –
-678
262
– –
-1,000
263
$0 ﹤0.01%
+10
264
– –
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265
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-50
266
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-2,000
267
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268
$0 ﹤0.01%
8
269
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270
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271
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272
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274
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275
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9 10
11
12 13