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
$131M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$745K
3
+$716K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$689K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$595K

Top Sells

1
+$2.06M
2
+$523K
3
+$412K
4
RTX icon
RTX Corp
RTX
+$265K
5
AAPL icon
Apple
AAPL
+$263K

Sector Composition

1 Financials 18.51%
2 Technology 6.61%
3 Consumer Discretionary 3.77%
4 Consumer Staples 3.15%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.3%
14,409
-1,694
52
$382K 0.29%
19,857
-3,242
53
$382K 0.29%
4,347
-701
54
$376K 0.29%
2,303
+200
55
$365K 0.28%
3,439
-561
56
$365K 0.28%
7,628
-43,008
57
$353K 0.27%
3,651
+804
58
$331K 0.25%
2,892
-124
59
$327K 0.25%
3,716
+289
60
$325K 0.25%
1,673
-70
61
$316K 0.24%
4,404
-325
62
$310K 0.24%
463
-52
63
$301K 0.23%
6,739
-168
64
$288K 0.22%
+7,555
65
$285K 0.22%
1,571
+105
66
$278K 0.21%
5,905
+865
67
$277K 0.21%
+2,678
68
$276K 0.21%
9,402
-1,436
69
$273K 0.21%
4,528
-311
70
$272K 0.21%
6,736
-1,086
71
$270K 0.21%
+3,770
72
$269K 0.21%
8,249
-1,059
73
$268K 0.2%
4,019
-148
74
$263K 0.2%
556
-68
75
$261K 0.2%
9,110
-344
1 2
3
4