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
$150M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.31M
3
+$819K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$817K
5
WMT icon
Walmart
WMT
+$601K

Top Sells

1
+$1.15M
2
+$350K
3
+$244K
4
BLK icon
Blackrock
BLK
+$203K
5
MSFT icon
Microsoft
MSFT
+$176K

Sector Composition

1 Financials 10.77%
2 Technology 7.49%
3 Consumer Staples 2.94%
4 Healthcare 2.92%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.76%
5,367
+55
27
$1.08M 0.72%
5,471
28
$1.03M 0.69%
6,174
+107
29
$930K 0.62%
3,054
30
$914K 0.61%
5,377
31
$911K 0.61%
10,610
32
$819K 0.55%
+16,020
33
$817K 0.54%
+13,725
34
$815K 0.54%
5,739
35
$789K 0.53%
4,236
+92
36
$687K 0.46%
8,217
-216
37
$658K 0.44%
5,773
38
$658K 0.44%
3,450
39
$650K 0.43%
22,463
40
$621K 0.41%
3,468
+349
41
$617K 0.41%
2,984
42
$601K 0.4%
+7,440
43
$598K 0.4%
+1,225
44
$538K 0.36%
4,280
+100
45
$534K 0.36%
9,450
46
$529K 0.35%
8,396
+163
47
$523K 0.35%
2,365
48
$518K 0.35%
3,439
49
$480K 0.32%
4,250
+190
50
$468K 0.31%
8,798
-219
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