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
-$7.79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$715K
3
+$294K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$256K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$1.09M
2
+$827K
3
+$569K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$441K

Sector Composition

1 Financials 23.58%
2 Technology 5.7%
3 Healthcare 4.13%
4 Consumer Discretionary 3.45%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-108
252
– –
-507
253
– –
-1,146
254
– –
-81
255
– –
-139
256
– –
-2,281
257
– –
-620
258
– –
-1,117
259
– –
-913
260
– –
-371
261
– –
-665
262
– –
-500
263
– –
-654
7 8 9 10
11