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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$436K 0.32%
18,254
-36
52
$428K 0.32%
3,450
53
$423K 0.31%
5,048
54
$379K 0.28%
3,377
-383
55
$360K 0.27%
23,500
-97
56
$346K 0.26%
686
-121
57
$345K 0.26%
2,735
-100
58
$337K 0.25%
4,000
59
$319K 0.24%
1,876
+166
60
$317K 0.24%
3,427
61
$315K 0.23%
2,786
-492
62
$311K 0.23%
10,295
-1,432
63
$306K 0.23%
1,897
-33
64
$302K 0.22%
2,103
65
$293K 0.22%
7,263
-3,787
66
$291K 0.22%
3,658
-167
67
$289K 0.21%
525
-46
68
$282K 0.21%
4,938
-31
69
$273K 0.2%
2,444
-2,069
70
$272K 0.2%
10,917
-15
71
$265K 0.2%
36,400
72
$259K 0.19%
6,960
-1,425
73
$257K 0.19%
1,122
-216
74
$252K 0.19%
9,783
-323
75
$248K 0.18%
4,676
1 2
3
4 5