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
$135M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.77M
3
+$2.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$710K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$367K

Top Sells

1
+$20M
2
+$2.46M
3
+$913K
4
HON icon
Honeywell
HON
+$827K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$600K

Sector Composition

1 Financials 11.63%
2 Technology 8.19%
3 Healthcare 2.71%
4 Consumer Staples 2.67%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$361K 0.27%
5,758
-1,292
52
$360K 0.27%
2,303
53
$342K 0.25%
4,250
54
$339K 0.25%
10,796
-58
55
$334K 0.25%
369
-2
56
$319K 0.24%
9,121
57
$311K 0.23%
15,596
+5,300
58
$309K 0.23%
606
-8
59
$293K 0.22%
4,346
-988
60
$290K 0.21%
2,304
-12
61
$286K 0.21%
6,279
62
$276K 0.2%
4,299
63
$258K 0.19%
2,930
64
$254K 0.19%
2,381
-442
65
$253K 0.19%
2,194
-27
66
$252K 0.19%
2,542
-494
67
$251K 0.19%
800
-291
68
$249K 0.18%
379
-7
69
$247K 0.18%
1,091
70
$244K 0.18%
+640
71
$244K 0.18%
600
+20
72
$237K 0.18%
1,587
-15
73
$235K 0.17%
8,511
-1,579
74
$234K 0.17%
4,330
75
$233K 0.17%
2,653
-24
1 2
3
4 5