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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.36%
32,186
+6,082
52
$573K 0.36%
2,099
-36
53
$532K 0.33%
4,088
+988
54
$523K 0.32%
684
+203
55
$520K 0.32%
+3,450
56
$516K 0.32%
4,331
+4,264
57
$468K 0.29%
3,760
+323
58
$452K 0.28%
+3,313
59
$449K 0.28%
2,534
+191
60
$445K 0.28%
1,996
+628
61
$443K 0.27%
2,065
+1,876
62
$442K 0.27%
2,895
+1,115
63
$413K 0.26%
1,931
+586
64
$410K 0.25%
36,400
65
$399K 0.25%
+10,988
66
$392K 0.24%
3,331
-16
67
$374K 0.23%
5,086
-247
68
$373K 0.23%
2,363
+174
69
$372K 0.23%
1,430
-7
70
$362K 0.22%
+4,000
71
$360K 0.22%
1,437
-16
72
$355K 0.22%
2,181
+1,865
73
$351K 0.22%
+7,515
74
$324K 0.2%
5,086
+3,942
75
$322K 0.2%
1,707
-10
1 2
3
4 5