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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
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 8.87%
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
26
$1.03M 0.64%
4,343
+2,468
27
$1M 0.62%
7,200
+1,040
28
$955K 0.59%
7,004
+3,253
29
$952K 0.59%
17,073
+16,280
30
$938K 0.58%
18,411
+9,378
31
$917K 0.57%
12,487
+11,815
32
$913K 0.57%
7,126
-54
33
$912K 0.57%
12,395
-1,395
34
$836K 0.52%
30,650
-410
35
$817K 0.51%
5,036
-278
36
$813K 0.5%
17,633
-2,592
37
$742K 0.46%
+3,000
38
$726K 0.45%
7,728
-51
39
$721K 0.45%
22,702
+2,172
40
$688K 0.43%
4,220
-20
41
$671K 0.42%
13,847
+9,914
42
$653K 0.4%
2,869
43
$641K 0.4%
5,048
+5,000
44
$639K 0.4%
1,811
+340
45
$633K 0.39%
7,720
+1,152
46
$619K 0.38%
6,859
47
$614K 0.38%
12,379
+9,231
48
$598K 0.37%
11,438
+4,908
49
$586K 0.36%
3,968
+2,325
50
$581K 0.36%
14,105
+272
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2
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