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
$149M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$638K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$387K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$285K

Top Sells

1
+$365K
2
+$313K
3
+$285K
4
KO icon
Coca-Cola
KO
+$259K
5
VTV icon
Vanguard Value ETF
VTV
+$194K

Sector Composition

1 Financials 21.28%
2 Technology 7.29%
3 Consumer Discretionary 3.61%
4 Healthcare 2.92%
5 Consumer Staples 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.83%
18,295
+2,218
27
$1.18M 0.79%
10,226
-319
28
$1.17M 0.78%
9,507
-338
29
$1.11M 0.75%
15,820
30
$1.07M 0.72%
5,751
+281
31
$1.06M 0.71%
3,566
-178
32
$997K 0.67%
27,183
+1,689
33
$844K 0.57%
16,308
+770
34
$842K 0.57%
7,722
-158
35
$817K 0.55%
6,064
+412
36
$817K 0.55%
5,617
+493
37
$813K 0.55%
1,510
38
$813K 0.55%
10,716
-10
39
$793K 0.53%
6,554
-15
40
$775K 0.52%
2,495
-1,008
41
$758K 0.51%
10,454
-192
42
$627K 0.42%
4,134
+780
43
$607K 0.41%
1,780
44
$605K 0.41%
14,310
-1,940
45
$583K 0.39%
5,440
+3,604
46
$575K 0.39%
3,845
47
$561K 0.38%
4,304
+1,626
48
$548K 0.37%
14,724
-632
49
$537K 0.36%
3,450
50
$525K 0.35%
3,924
-11
1
2
3 4