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
$155M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$599K
3
+$422K
4
WTBA icon
West Bancorporation
WTBA
+$415K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$314K

Top Sells

1
+$637K
2
+$584K
3
+$558K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$551K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$440K

Sector Composition

1 Financials 21.74%
2 Technology 7.02%
3 Consumer Discretionary 3.69%
4 Healthcare 2.53%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.77%
7,675
-3,548
27
$1.12M 0.73%
9,663
-5,023
28
$1.03M 0.66%
6,041
+329
29
$971K 0.63%
5,719
-43
30
$969K 0.63%
13,820
31
$967K 0.62%
1,465
-48
32
$943K 0.61%
6,085
-78
33
$914K 0.59%
3,084
34
$906K 0.59%
6,430
-148
35
$858K 0.55%
2,475
36
$835K 0.54%
6,683
-1,002
37
$835K 0.54%
10,610
-68
38
$831K 0.54%
11,028
+665
39
$826K 0.53%
16,354
-230
40
$825K 0.53%
7,493
-125
41
$761K 0.49%
26,429
-468
42
$727K 0.47%
13,985
+6,049
43
$709K 0.46%
4,756
44
$659K 0.43%
4,336
-108
45
$655K 0.42%
13,220
-340
46
$643K 0.42%
1,804
47
$604K 0.39%
6,039
-76
48
$581K 0.38%
3,685
-160
49
$579K 0.37%
3,450
50
$546K 0.35%
4,173
1
2
3 4 5