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
$141M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$658K
3
+$451K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$442K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$398K

Top Sells

1
+$1.05M
2
+$587K
3
+$583K
4
VZ icon
Verizon
VZ
+$548K
5
AEL
American Equity Investment Life Holding Company
AEL
+$536K

Sector Composition

1 Financials 21.67%
2 Technology 6.82%
3 Consumer Discretionary 3.71%
4 Healthcare 2.78%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.89%
19,551
+1,256
27
$989K 0.7%
23,727
+15,788
28
$976K 0.69%
5,762
+11
29
$919K 0.65%
6,163
+99
30
$894K 0.63%
13,820
-2,000
31
$892K 0.63%
26,897
-286
32
$892K 0.63%
16,584
+276
33
$884K 0.63%
7,685
-1,822
34
$867K 0.61%
6,578
+24
35
$855K 0.6%
1,513
+3
36
$828K 0.59%
5,712
+95
37
$812K 0.57%
3,084
-482
38
$802K 0.57%
4,756
+2,185
39
$770K 0.54%
10,678
-38
40
$748K 0.53%
2,475
-20
41
$738K 0.52%
7,618
-104
42
$719K 0.51%
6,115
+675
43
$714K 0.51%
10,363
-91
44
$632K 0.45%
1,804
+24
45
$590K 0.42%
13,560
-750
46
$565K 0.4%
4,444
+140
47
$545K 0.39%
3,845
48
$517K 0.37%
6,859
49
$513K 0.36%
3,450
50
$466K 0.33%
4,527
-5,699
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