WB

West Bancorporation Portfolio holdings

AUM $200M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.35M
3
+$917K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$857K
5
META icon
Meta Platforms (Facebook)
META
+$801K

Top Sells

1
+$1.01M
2
+$734K
3
+$517K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$483K
5
HON icon
Honeywell
HON
+$331K

Sector Composition

1 Financials 10.98%
2 Technology 8.22%
3 Communication Services 2.42%
4 Consumer Staples 2.39%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.79%
51,991
-1,563
27
$1.41M 0.79%
1,923
+1,076
28
$1.27M 0.7%
5,765
+1,248
29
$1.26M 0.7%
5,450
+158
30
$1.23M 0.68%
1,330
-18
31
$1.02M 0.57%
3,362
+308
32
$880K 0.49%
10,610
33
$873K 0.49%
+18,300
34
$844K 0.47%
1,678
+419
35
$840K 0.47%
10,024
+574
36
$809K 0.45%
18,480
-750
37
$805K 0.45%
+36,090
38
$785K 0.44%
8,285
-5,535
39
$739K 0.41%
5,265
+700
40
$722K 0.4%
12,650
+875
41
$719K 0.4%
10,510
+2,100
42
$698K 0.39%
6,777
-663
43
$695K 0.39%
+2,367
44
$688K 0.38%
3,450
45
$668K 0.37%
4,583
+405
46
$637K 0.35%
+14,082
47
$634K 0.35%
4,735
+46
48
$585K 0.33%
3,083
-120
49
$563K 0.31%
738
+37
50
$544K 0.3%
21,350
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