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WB

West Bancorporation Portfolio holdings

AUM $234M
1-Year Est. Return 22.81%
This Fund
S&P 500
This Quarter Est. Return
+9.65%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.7M
AUM Growth
–
Cap. Flow
+$95.2M
Cap. Flow %
95.47%
Top 10 Hldgs %
60.01%
Holding
302
New
302
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AEL
American Equity Investment Life Holding Company
AEL
+$12.8M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.68M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.18M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.88M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 19.68%
2 Healthcare 4.31%
3 Technology 4%
4 Consumer Discretionary 3.17%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LGF.A
301
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$0 ﹤0.01%
+40
New +$368
FTR
302
DELISTED
Frontier Communications Corp.
FTR
$0 ﹤0.01%
+209
New +$170
9 10 11 12
13

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West Bancorporation's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for West Bancorporation, which disclosed 302 positions worth $99.7M. Its ten largest holdings account for 60% of the portfolio.

Its largest position is American Equity Investment Life Holding Company: 473,599 shares worth $14.2M.

By sector, the portfolio is most concentrated in Financials at 20% of assets, followed by Healthcare and Technology.

  • West Bancorporation's largest Q4 2019 buy was American Equity Investment Life Holding Company: 473,599 shares worth $14.2M.
  • West Bancorporation's ten largest holdings make up 60% of its $99.7M portfolio in Q4 2019.
  • West Bancorporation disclosed 302 positions in Q4 2019, its first 13F filing on record.

Based on West Bancorporation's 13F filing for Q4 2019, filed 10 Feb 2020.