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
$135M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.77M
3
+$2.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$710K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$367K

Top Sells

1
+$20M
2
+$2.46M
3
+$913K
4
HON icon
Honeywell
HON
+$827K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$600K

Sector Composition

1 Financials 11.63%
2 Technology 8.19%
3 Healthcare 2.71%
4 Consumer Staples 2.67%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.79%
5,312
-61
27
$1.07M 0.79%
13,820
28
$938K 0.69%
5,471
29
$887K 0.66%
5,377
30
$832K 0.62%
10,610
31
$801K 0.59%
4,144
+501
32
$778K 0.58%
3,054
33
$730K 0.54%
5,739
-169
34
$661K 0.49%
8,433
-1,456
35
$637K 0.47%
2,984
-3,873
36
$629K 0.47%
22,463
-2,291
37
$606K 0.45%
3,450
38
$600K 0.44%
5,773
-1,720
39
$561K 0.42%
9,450
40
$512K 0.38%
3,119
+1,000
41
$500K 0.37%
3,439
42
$497K 0.37%
4,180
-439
43
$483K 0.36%
8,233
+2,424
44
$434K 0.32%
4,060
+200
45
$428K 0.32%
9,017
-6,018
46
$422K 0.31%
3,405
-220
47
$415K 0.31%
6,859
48
$409K 0.3%
2,365
49
$388K 0.29%
12,447
-29,311
50
$363K 0.27%
2,199
1
2
3 4 5