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
$72M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$160K
3
+$148K
4
GS icon
Goldman Sachs
GS
+$126K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$116K

Top Sells

1
+$1.61M
2
+$322K
3
+$289K
4
BAC icon
Bank of America
BAC
+$249K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$214K

Sector Composition

1 Financials 14.78%
2 Healthcare 4.8%
3 Technology 4.54%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
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