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
26
$707K 0.56%
+4,240
27
$693K 0.54%
+2,869
28
$640K 0.5%
+20,530
29
$622K 0.49%
+2,984
30
$615K 0.48%
+13,833
31
$594K 0.47%
+3,751
32
$559K 0.44%
+1,405
33
$538K 0.42%
+2,135
34
$511K 0.4%
+3,437
35
$503K 0.4%
+6,568
36
$485K 0.38%
+26,104
37
$482K 0.38%
+1,381
38
$478K 0.38%
+1,875
39
$469K 0.37%
+9,033
40
$464K 0.36%
+6,859
41
$457K 0.36%
+36,400
42
$444K 0.35%
+4,760
43
$442K 0.35%
+14,050
44
$440K 0.35%
+481
45
$440K 0.35%
+1,471
46
$436K 0.34%
+8,480
47
$434K 0.34%
+3,347
48
$431K 0.34%
+760
49
$431K 0.34%
+5,333
50
$427K 0.34%
+2,347
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