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
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$698K
3
+$661K
4
VB icon
Vanguard Small-Cap ETF
VB
+$576K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$307K

Top Sells

1
+$417K
2
+$395K
3
+$393K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$368K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$306K

Sector Composition

1 Financials 11.99%
2 Technology 7.49%
3 Consumer Staples 2.57%
4 Consumer Discretionary 2.11%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.76%
6,069
-105
27
$1.14M 0.75%
13,820
28
$979K 0.64%
4,461
+225
29
$972K 0.64%
5,471
30
$885K 0.58%
3,054
31
$821K 0.54%
10,610
32
$790K 0.52%
13,725
33
$785K 0.52%
13,666
+5,270
34
$746K 0.49%
4,907
-470
35
$729K 0.48%
5,520
-219
36
$674K 0.44%
2,984
37
$672K 0.44%
7,440
38
$664K 0.44%
9,450
39
$637K 0.42%
3,450
40
$626K 0.41%
1,225
41
$604K 0.4%
4,693
+413
42
$596K 0.39%
22,463
43
$586K 0.39%
5,180
-593
44
$550K 0.36%
10,781
-5,239
45
$546K 0.36%
7,227
-990
46
$533K 0.35%
3,043
-425
47
$521K 0.34%
8,798
48
$520K 0.34%
3,439
49
$520K 0.34%
2,365
50
$515K 0.34%
4,471
+221
1
2
3 4 5