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
326
-298
327
-4,951
328
-22
329
-1,880
330
-220
331
-620
332
-306
333
-191
334
-4,760
335
-1,970
336
-513
337
-25
338
-623
339
-13,588
340
-14,050
341
-243
342
-113
343
-1,500
344
-250