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
$152M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.02M
3
+$371K
4
SPOT icon
Spotify
SPOT
+$288K
5
FI icon
Fiserv
FI
+$256K

Top Sells

1
+$2.2M
2
+$865K
3
+$858K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$772K
5
VB icon
Vanguard Small-Cap ETF
VB
+$762K

Sector Composition

1 Financials 20.98%
2 Technology 7.34%
3 Healthcare 2.9%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.71%
5,373
-668
27
$1.06M 0.7%
1,446
-19
28
$996K 0.65%
5,471
-614
29
$991K 0.65%
13,820
30
$972K 0.64%
10,760
-2,460
31
$942K 0.62%
6,186
-244
32
$941K 0.62%
5,377
-342
33
$916K 0.6%
10,610
34
$861K 0.57%
3,054
-30
35
$852K 0.56%
7,493
36
$790K 0.52%
9,889
-1,139
37
$775K 0.51%
5,908
-775
38
$750K 0.49%
15,035
-1,319
39
$687K 0.45%
24,754
-1,675
40
$657K 0.43%
3,643
-693
41
$623K 0.41%
3,450
42
$600K 0.39%
3,776
-3,899
43
$548K 0.36%
9,450
-100
44
$533K 0.35%
4,619
+132
45
$505K 0.33%
3,439
46
$478K 0.31%
3,625
+14
47
$452K 0.3%
2,365
-50
48
$450K 0.3%
3,423
-750
49
$439K 0.29%
3,500
-6,163
50
$431K 0.28%
6,859
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2
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