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
-$7.79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$715K
3
+$294K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$256K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$1.09M
2
+$827K
3
+$569K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$441K

Sector Composition

1 Financials 23.58%
2 Technology 5.7%
3 Healthcare 4.13%
4 Consumer Discretionary 3.45%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$437K 0.32%
16,103
-13,612
52
$425K 0.32%
23,099
-401
53
$415K 0.31%
2,735
54
$377K 0.28%
2,103
55
$375K 0.28%
5,048
56
$365K 0.27%
515
-10
57
$349K 0.26%
3,016
-361
58
$344K 0.26%
3,427
59
$331K 0.25%
624
-62
60
$325K 0.24%
4,729
-166
61
$316K 0.23%
6,907
-356
62
$313K 0.23%
9,454
-841
63
$310K 0.23%
3,658
64
$307K 0.23%
2,368
-76
65
$305K 0.23%
7,822
-8,520
66
$303K 0.22%
1,743
-154
67
$291K 0.22%
10,838
-79
68
$285K 0.21%
4,477
+507
69
$284K 0.21%
4,839
-99
70
$269K 0.2%
2,847
+795
71
$265K 0.2%
2,630
-114
72
$263K 0.2%
17,990
-560
73
$261K 0.19%
1,466
-410
74
$258K 0.19%
4,676
75
$255K 0.19%
1,083
-39
1 2
3
4 5