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
$147M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.88M
3
+$1.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$887K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$478K

Top Sells

1
+$2.94M
2
+$2.2M
3
+$289K
4
DIS icon
Walt Disney
DIS
+$283K
5
PSTG icon
Pure Storage
PSTG
+$264K

Sector Composition

1 Financials 11.83%
2 Technology 6.75%
3 Consumer Staples 2.99%
4 Healthcare 2.39%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.82%
19,880
+6,214
27
$1.15M 0.78%
5,471
28
$954K 0.65%
3,054
29
$944K 0.64%
6,042
-27
30
$927K 0.63%
8,555
-1,302
31
$895K 0.61%
10,610
32
$870K 0.59%
4,574
+113
33
$771K 0.52%
13,485
-240
34
$736K 0.5%
4,907
35
$678K 0.46%
9,450
36
$653K 0.44%
7,440
37
$647K 0.44%
4,875
-305
38
$635K 0.43%
3,450
39
$632K 0.43%
2,984
40
$625K 0.42%
1,174
+574
41
$588K 0.4%
2,365
42
$574K 0.39%
1,225
43
$569K 0.39%
22,463
44
$543K 0.37%
8,798
45
$537K 0.36%
4,403
-290
46
$525K 0.36%
3,868
-1,652
47
$492K 0.33%
6,023
-1,204
48
$467K 0.32%
565
+196
49
$450K 0.31%
2,595
-448
50
$439K 0.3%
3,439
1
2
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