WB

West Bancorporation Portfolio holdings

AUM $200M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$5.51M
3 +$3.09M
4
MSFT icon
Microsoft
MSFT
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.68M

Top Sells

1 +$2.48M
2 +$456K
3 +$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.86%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K 0.01%
102
277
$7K ﹤0.01%
469
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$7K ﹤0.01%
500
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142
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50
-214
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74
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$6K ﹤0.01%
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134
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$6K ﹤0.01%
100
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49
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$6K ﹤0.01%
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-34
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
136
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$4K ﹤0.01%
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$4K ﹤0.01%
250
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$4K ﹤0.01%
1,000
297
$4K ﹤0.01%
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$4K ﹤0.01%
62
-400
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$3K ﹤0.01%
59
300
$3K ﹤0.01%
67