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
$141M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$658K
3
+$451K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$442K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$398K

Top Sells

1
+$1.05M
2
+$587K
3
+$583K
4
VZ icon
Verizon
VZ
+$548K
5
AEL
American Equity Investment Life Holding Company
AEL
+$536K

Sector Composition

1 Financials 21.67%
2 Technology 6.82%
3 Consumer Discretionary 3.71%
4 Healthcare 2.78%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.32%
4,173
-174
52
$440K 0.31%
3,014
-1,120
53
$423K 0.3%
4,487
54
$411K 0.29%
15,034
+1,774
55
$411K 0.29%
4,352
-264
56
$392K 0.28%
+7,936
57
$390K 0.28%
9,550
-2,000
58
$388K 0.27%
3,439
59
$368K 0.26%
4,928
-3
60
$344K 0.24%
2,451
-1,473
61
$335K 0.24%
2,646
+93
62
$334K 0.24%
2,899
+7
63
$323K 0.23%
12,707
-911
64
$321K 0.23%
8,750
+50
65
$310K 0.22%
1,987
+12
66
$301K 0.21%
465
+2
67
$288K 0.2%
8,112
-63
68
$283K 0.2%
562
+6
69
$280K 0.2%
+5,405
70
$277K 0.2%
6,592
-83
71
$265K 0.19%
3,665
-105
72
$258K 0.18%
1,123
+39
73
$246K 0.17%
8,981
-1,728
74
$245K 0.17%
5,836
+42
75
$241K 0.17%
5,945
+40
1 2
3
4 5