We are live on ! Find out more
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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.43M
3
+$1.08M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.05M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$874K

Top Sells

1
+$2.26M
2
+$505K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
200
277
$2K ﹤0.01%
20
278
$1K ﹤0.01%
28
279
$1K ﹤0.01%
11
-109
280
$1K ﹤0.01%
24
281
$1K ﹤0.01%
20
-39
282
$1K ﹤0.01%
94
283
$1K ﹤0.01%
100
284
– –
-2,934
285
$0 ﹤0.01%
8
286
– –
-220
287
– –
-2,750
288
– –
-485
289
– –
-121
290
– –
-500
291
– –
-187
292
– –
-656
293
– –
-100
294
– –
-1,000
295
– –
-200
296
– –
-300
297
– –
-47
298
– –
-500
299
– –
-2,318
300
– –
-1,042
10 11
12
13 14