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
301
$0 ﹤0.01%
+5
302
– –
-117
303
– –
-898
304
– –
-337
305
$0 ﹤0.01%
2
306
$0 ﹤0.01%
40
9 10 11 12
13