WB

West Bancorporation Portfolio holdings

AUM $180M
1-Year Est. Return 15.59%
This Quarter Est. Return
1 Year Est. Return
+15.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$10.3M
3
+$9.21M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.67%
2 Technology 5.65%
3 Healthcare 4.36%
4 Consumer Discretionary 4.12%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K ﹤0.01%
+24
302
$2K ﹤0.01%
+6
303
$2K ﹤0.01%
+22
304
$2K ﹤0.01%
+298
305
$2K ﹤0.01%
+1
306
$2K ﹤0.01%
+11
307
$1K ﹤0.01%
+20
308
$1K ﹤0.01%
+100
309
$1K ﹤0.01%
+40
310
$1K ﹤0.01%
+47
311
$1K ﹤0.01%
+22
312
$1K ﹤0.01%
+50
313
$1K ﹤0.01%
+28
314
$0 ﹤0.01%
+8
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