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
$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
301
$3K ﹤0.01%
100
302
$3K ﹤0.01%
6
303
$3K ﹤0.01%
34
304
$3K ﹤0.01%
67
305
$3K ﹤0.01%
59
306
$3K ﹤0.01%
200
307
$2K ﹤0.01%
11
308
$2K ﹤0.01%
1
309
$2K ﹤0.01%
39
310
$2K ﹤0.01%
20
311
$1K ﹤0.01%
28
312
$1K ﹤0.01%
24
313
$1K ﹤0.01%
47
314
$1K ﹤0.01%
94
-2,050
315
$1K ﹤0.01%
40
316
$1K ﹤0.01%
100
317
– –
-731
318
– –
-3,780
319
– –
-652
320
– –
-3,876
321
$0 ﹤0.01%
50
322
– –
-129
323
$0 ﹤0.01%
8
324
– –
-1,181
325
– –
-1,605
10 11 12
13
14