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
$152M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.02M
3
+$371K
4
SPOT icon
Spotify
SPOT
+$288K
5
FI icon
Fiserv
FI
+$256K

Top Sells

1
+$2.2M
2
+$865K
3
+$858K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$772K
5
VB icon
Vanguard Small-Cap ETF
VB
+$762K

Sector Composition

1 Financials 20.98%
2 Technology 7.34%
3 Healthcare 2.9%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.28%
10,854
-3,954
52
$410K 0.27%
7,050
-350
53
$401K 0.26%
3,860
+665
54
$371K 0.24%
+3,036
55
$368K 0.24%
441
-13
56
$363K 0.24%
2,303
-2,453
57
$359K 0.24%
2,119
-1,566
58
$357K 0.23%
2,199
-815
59
$352K 0.23%
7,978
60
$341K 0.22%
5,809
+456
61
$338K 0.22%
2,752
-97
62
$326K 0.21%
4,250
-594
63
$312K 0.21%
2,823
-1,194
64
$308K 0.2%
5,334
-324
65
$304K 0.2%
614
-32
66
$296K 0.19%
2,316
-577
67
$289K 0.19%
371
68
$288K 0.19%
+1,091
69
$283K 0.19%
10,090
-662
70
$276K 0.18%
9,121
71
$274K 0.18%
6,279
-189
72
$267K 0.18%
2,930
73
$258K 0.17%
2,221
-3,818
74
$256K 0.17%
+1,602
75
$251K 0.16%
386
-26
1 2
3
4 5