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
$150M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.31M
3
+$819K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$817K
5
WMT icon
Walmart
WMT
+$601K

Top Sells

1
+$1.15M
2
+$350K
3
+$244K
4
BLK icon
Blackrock
BLK
+$203K
5
MSFT icon
Microsoft
MSFT
+$176K

Sector Composition

1 Financials 10.77%
2 Technology 7.49%
3 Consumer Staples 2.94%
4 Healthcare 2.92%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.27%
6,859
52
$393K 0.26%
3,465
+60
53
$393K 0.26%
10,998
+202
54
$381K 0.25%
2,199
55
$379K 0.25%
4,250
56
$363K 0.24%
621
+15
57
$341K 0.23%
5,921
+163
58
$339K 0.23%
2,303
59
$338K 0.23%
16,621
+1,025
60
$327K 0.22%
9,121
61
$327K 0.22%
369
62
$320K 0.21%
6,279
63
$306K 0.2%
8,865
-3,582
64
$305K 0.2%
827
+27
65
$296K 0.2%
1,648
+61
66
$289K 0.19%
2,353
+49
67
$282K 0.19%
2,744
+91
68
$278K 0.19%
2,381
69
$276K 0.18%
600
70
$271K 0.18%
3,039
71
$269K 0.18%
2,930
72
$264K 0.18%
2,248
+54
73
$263K 0.18%
+7,889
74
$262K 0.17%
11,919
75
$255K 0.17%
4,390
+130
1 2
3
4 5