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
$131M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$745K
3
+$716K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$689K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$595K

Top Sells

1
+$2.06M
2
+$523K
3
+$412K
4
RTX icon
RTX Corp
RTX
+$265K
5
AAPL icon
Apple
AAPL
+$263K

Sector Composition

1 Financials 18.51%
2 Technology 6.61%
3 Consumer Discretionary 3.77%
4 Consumer Staples 3.15%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.85%
10,545
-602
27
$1.1M 0.84%
15,820
-449
28
$1.07M 0.82%
16,077
29
$1.05M 0.8%
3,744
-8
30
$1.04M 0.79%
25,494
-1,200
31
$1.03M 0.79%
3,503
-213
32
$997K 0.76%
5,470
-531
33
$901K 0.69%
5,652
-578
34
$812K 0.62%
15,538
+516
35
$798K 0.61%
7,880
-540
36
$797K 0.61%
10,726
-1,637
37
$761K 0.58%
10,646
+582
38
$750K 0.57%
1,510
-165
39
$683K 0.52%
6,569
+700
40
$668K 0.51%
5,124
-487
41
$597K 0.45%
15,356
-2,008
42
$556K 0.42%
3,845
-94
43
$550K 0.42%
1,780
44
$546K 0.42%
6,859
45
$516K 0.39%
3,935
-28
46
$506K 0.39%
3,450
47
$499K 0.38%
3,354
+619
48
$451K 0.34%
16,250
-1,740
49
$432K 0.33%
11,550
-1,541
50
$408K 0.31%
4,501
+843
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