WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$625K
3
+$585K
4
CASY icon
Casey's General Stores
CASY
+$278K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$248K

Top Sells

1
+$1.75M
2
+$1.2M
3
+$1.01M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$773K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$533K

Sector Composition

1 Financials 11.45%
2 Technology 7.3%
3 Consumer Staples 2.76%
4 Consumer Discretionary 1.92%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.76%
7,605
-950
27
$1.06M 0.67%
5,995
-47
28
$991K 0.63%
4,517
-57
29
$982K 0.62%
5,292
-179
30
$892K 0.56%
3,054
31
$843K 0.53%
10,610
32
$766K 0.48%
19,230
-30,200
33
$757K 0.48%
9,450
34
$727K 0.46%
7,440
35
$697K 0.44%
2,365
36
$695K 0.44%
2,984
37
$669K 0.42%
11,775
-1,710
38
$651K 0.41%
3,450
39
$638K 0.4%
4,689
-186
40
$625K 0.39%
+847
41
$612K 0.39%
1,259
+85
42
$603K 0.38%
4,565
-342
43
$583K 0.37%
8,410
-388
44
$582K 0.37%
3,203
+608
45
$579K 0.37%
1,050
-175
46
$564K 0.36%
4,178
-225
47
$546K 0.35%
701
+136
48
$538K 0.34%
6,023
49
$518K 0.33%
21,350
-1,113
50
$448K 0.28%
10,670
-88
1
2
3 4