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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.82%
16,269
27
$1.09M 0.81%
9,761
+1,295
28
$1M 0.74%
11,644
-939
29
$998K 0.74%
6,114
-29
30
$942K 0.7%
5,009
+30
31
$911K 0.68%
1,928
-132
32
$895K 0.66%
12,411
-16
33
$869K 0.65%
8,981
-1,121
34
$862K 0.64%
6,420
-1,046
35
$842K 0.63%
15,977
+1,045
36
$692K 0.51%
3,000
37
$676K 0.5%
17,810
-275
38
$669K 0.5%
29,715
+2,371
39
$646K 0.48%
11,540
-324
40
$630K 0.47%
15,750
-482
41
$596K 0.44%
16,342
-230
42
$595K 0.44%
5,693
-420
43
$579K 0.43%
26,130
+25,734
44
$576K 0.43%
5,989
-811
45
$552K 0.41%
6,859
46
$527K 0.39%
13,091
47
$491K 0.36%
2,737
48
$477K 0.35%
4,019
-14
49
$475K 0.35%
1,780
50
$472K 0.35%
3,709
+1,346
1
2
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