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
$149M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$638K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$387K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$285K

Top Sells

1
+$365K
2
+$313K
3
+$285K
4
KO icon
Coca-Cola
KO
+$259K
5
VTV icon
Vanguard Value ETF
VTV
+$194K

Sector Composition

1 Financials 21.28%
2 Technology 7.29%
3 Consumer Discretionary 3.61%
4 Healthcare 2.92%
5 Consumer Staples 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.35%
6,859
52
$493K 0.33%
11,550
53
$460K 0.31%
4,616
+965
54
$439K 0.29%
4,487
-14
55
$405K 0.27%
2,571
+268
56
$404K 0.27%
4,347
57
$391K 0.26%
+13,260
58
$386K 0.26%
3,439
59
$372K 0.25%
8,700
+2,150
60
$359K 0.24%
13,618
-791
61
$354K 0.24%
1,975
+302
62
$352K 0.24%
4,931
+527
63
$324K 0.22%
2,892
64
$323K 0.22%
7,939
+384
65
$320K 0.21%
463
66
$311K 0.21%
3,716
67
$307K 0.21%
10,709
+1,599
68
$302K 0.2%
6,675
-64
69
$292K 0.2%
2,553
+368
70
$288K 0.19%
9,390
-12
71
$283K 0.19%
3,770
72
$273K 0.18%
8,175
-74
73
$267K 0.18%
556
74
$264K 0.18%
4,110
75
$261K 0.18%
5,905
1 2
3
4