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
$72M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$198K
3
+$186K
4
GS icon
Goldman Sachs
GS
+$173K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$151K

Top Sells

1
+$2.19M
2
+$369K
3
+$349K
4
DIS icon
Walt Disney
DIS
+$289K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$257K

Sector Composition

1 Financials 14.78%
2 Healthcare 4.8%
3 Technology 4.54%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$539K 0.75%
7,346
-100
27
$523K 0.73%
2,861
-18
28
$501K 0.7%
5,140
+1,000
29
$490K 0.68%
4,739
-836
30
$456K 0.63%
12,051
+6,765
31
$431K 0.6%
7,420
+2,000
32
$392K 0.54%
3,437
-146
33
$384K 0.53%
4,109
-75
34
$380K 0.53%
7,584
+93
35
$351K 0.49%
3,307
36
$303K 0.42%
7,841
-140
37
$295K 0.41%
928
-16
38
$293K 0.41%
3,252
-961
39
$279K 0.39%
2,941
+101
40
$259K 0.36%
2,871
-244
41
$254K 0.35%
7,394
+19
42
$254K 0.35%
1,412
+36
43
$252K 0.35%
3,196
-306
44
$250K 0.35%
3,457
-772
45
$248K 0.34%
2,476
-50
46
$241K 0.33%
6,859
47
$233K 0.32%
3,923
-114
48
$231K 0.32%
814
49
$229K 0.32%
803
+17
50
$228K 0.32%
3,796
-1,020
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2
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