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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.32M
3
+$977K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$963K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$802K

Top Sells

1
+$2.18M
2
+$460K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.34%
+18,290
52
$486K 0.34%
1,780
-31
53
$462K 0.33%
11,050
-388
54
$461K 0.32%
5,048
55
$458K 0.32%
3,450
56
$428K 0.3%
3,760
+447
57
$414K 0.29%
807
+718
58
$408K 0.29%
2,835
-60
59
$397K 0.28%
36,400
60
$378K 0.27%
10,106
-2,273
61
$371K 0.26%
3,427
-333
62
$365K 0.26%
11,727
-2,378
63
$358K 0.25%
10,932
-56
64
$353K 0.25%
1,794
-137
65
$352K 0.25%
1,930
-135
66
$348K 0.25%
3,278
-942
67
$348K 0.25%
571
-113
68
$326K 0.23%
21,530
-9,120
69
$325K 0.23%
8,385
+870
70
$324K 0.23%
8,004
+5,643
71
$320K 0.23%
3,825
+771
72
$317K 0.22%
2,363
73
$304K 0.21%
2,103
-78
74
$301K 0.21%
1,338
-92
75
$298K 0.21%
1,710
+922
1 2
3
4 5