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
$155M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$599K
3
+$422K
4
WTBA icon
West Bancorporation
WTBA
+$415K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$314K

Top Sells

1
+$637K
2
+$584K
3
+$558K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$551K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$440K

Sector Composition

1 Financials 21.74%
2 Technology 7.02%
3 Consumer Discretionary 3.69%
4 Healthcare 2.53%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.32%
6,859
52
$480K 0.31%
14,808
-226
53
$476K 0.31%
3,439
54
$472K 0.3%
4,487
55
$470K 0.3%
9,550
56
$442K 0.29%
3,014
57
$435K 0.28%
4,017
-335
58
$401K 0.26%
7,978
-134
59
$395K 0.26%
2,415
-36
60
$394K 0.25%
3,611
-916
61
$373K 0.24%
4,844
-84
62
$369K 0.24%
454
-11
63
$350K 0.23%
2,893
+247
64
$340K 0.22%
646
+84
65
$339K 0.22%
2,849
-50
66
$338K 0.22%
7,400
-1,350
67
$306K 0.2%
1,947
-40
68
$301K 0.19%
10,752
-1,955
69
$301K 0.19%
5,353
-52
70
$300K 0.19%
+3,195
71
$287K 0.19%
1,104
-19
72
$280K 0.18%
5,658
-178
73
$274K 0.18%
9,121
-187
74
$269K 0.17%
+2,800
75
$266K 0.17%
1,082
-38
1 2
3
4 5