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
-$7.79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$715K
3
+$294K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$256K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$1.09M
2
+$827K
3
+$569K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$441K

Sector Composition

1 Financials 23.58%
2 Technology 5.7%
3 Healthcare 4.13%
4 Consumer Discretionary 3.45%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.93%
9,962
+201
27
$1.24M 0.92%
11,147
-497
28
$1.17M 0.87%
3,716
-299
29
$1.16M 0.86%
16,269
30
$1.08M 0.8%
6,001
-113
31
$1.04M 0.77%
12,363
-48
32
$1.01M 0.75%
6,230
-190
33
$1.01M 0.75%
4,935
-74
34
$991K 0.74%
16,077
+100
35
$989K 0.73%
3,752
+752
36
$924K 0.69%
8,420
-561
37
$765K 0.57%
1,675
-253
38
$752K 0.56%
5,611
-82
39
$716K 0.53%
15,022
-728
40
$684K 0.51%
17,364
-446
41
$661K 0.49%
10,064
-1,476
42
$637K 0.47%
6,859
43
$558K 0.41%
3,963
-56
44
$556K 0.41%
3,939
+230
45
$550K 0.41%
1,780
46
$541K 0.4%
13,091
47
$523K 0.39%
2,737
48
$521K 0.39%
5,869
-120
49
$483K 0.36%
3,450
50
$464K 0.34%
4,000
1
2
3 4 5