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
$86M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$254K
3
+$240K
4
NVDA icon
NVIDIA
NVDA
+$223K
5
ROK icon
Rockwell Automation
ROK
+$203K

Top Sells

1
+$448K
2
+$295K
3
+$227K
4
ETN icon
Eaton
ETN
+$222K
5
CMCSA icon
Comcast
CMCSA
+$222K

Sector Composition

1 Financials 15.41%
2 Technology 5.45%
3 Healthcare 4.85%
4 Consumer Discretionary 4.09%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
43
-1
277
$2K ﹤0.01%
422
278
$2K ﹤0.01%
+102
279
$2K ﹤0.01%
39
280
$2K ﹤0.01%
49
281
$2K ﹤0.01%
160
282
$2K ﹤0.01%
20
283
$1K ﹤0.01%
11
284
$1K ﹤0.01%
109
285
$1K ﹤0.01%
118
286
$1K ﹤0.01%
+40
287
$1K ﹤0.01%
73
288
$1K ﹤0.01%
+20
289
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46
290
$1K ﹤0.01%
22
291
$1K ﹤0.01%
24
292
$1K ﹤0.01%
23
293
$0 ﹤0.01%
28
294
– –
-2,101
295
$0 ﹤0.01%
8
296
– –
-800
297
– –
-833
298
$0 ﹤0.01%
16
-4,394
299
– –
-64
300
– –
-2,520
9 10 11
12
13