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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$10.3M
3
+$9.21M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.67%
2 Technology 5.65%
3 Healthcare 4.36%
4 Consumer Discretionary 4.12%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.33%
+1,717
52
$419K 0.33%
+1,437
53
$415K 0.33%
+731
54
$414K 0.33%
+3,100
55
$401K 0.32%
+2,343
56
$375K 0.29%
+1,066
57
$374K 0.29%
+793
58
$373K 0.29%
+1,453
59
$358K 0.28%
+536
60
$358K 0.28%
+1,270
61
$356K 0.28%
+2,189
62
$356K 0.28%
+1,945
63
$349K 0.27%
+1,852
64
$328K 0.26%
+1,970
65
$322K 0.25%
+2,972
66
$316K 0.25%
+880
67
$315K 0.25%
+3,208
68
$315K 0.25%
+1,527
69
$313K 0.25%
+2,717
70
$309K 0.24%
+6,530
71
$304K 0.24%
+2,599
72
$300K 0.24%
+4,715
73
$291K 0.23%
+1,780
74
$290K 0.23%
+2,062
75
$287K 0.23%
+4,676
1 2
3
4 5