WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.3M
AUM Growth
-$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$245K
3
+$188K
4
UNP icon
Union Pacific
UNP
+$186K
5
APD icon
Air Products & Chemicals
APD
+$127K

Top Sells

1
+$4.19M
2
+$599K
3
+$351K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$278K
5
HON icon
Honeywell
HON
+$261K

Sector Composition

1 Financials 9.57%
2 Technology 6.34%
3 Healthcare 5.41%
4 Consumer Discretionary 4.94%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
43
277
$2K ﹤0.01%
422
278
$2K ﹤0.01%
102
279
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39
280
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121
-318
281
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49
282
$2K ﹤0.01%
160
283
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11
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40
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20
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47
293
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23
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295
– –
-2,979
296
$0 ﹤0.01%
8
297
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-832
298
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-298
299
– –
-16
300
$0 ﹤0.01%
46
9 10 11
12
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