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
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$698K
3
+$661K
4
VB icon
Vanguard Small-Cap ETF
VB
+$576K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$307K

Top Sells

1
+$417K
2
+$395K
3
+$393K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$368K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$306K

Sector Composition

1 Financials 11.99%
2 Technology 7.49%
3 Consumer Staples 2.57%
4 Consumer Discretionary 2.11%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.25%
10,774
-224
52
$369K 0.24%
2,199
53
$357K 0.23%
799
-28
54
$347K 0.23%
5,757
-164
55
$347K 0.23%
6,859
56
$344K 0.23%
16,621
57
$343K 0.23%
679
+58
58
$343K 0.23%
652
+135
59
$328K 0.22%
6,279
60
$324K 0.21%
4,250
61
$305K 0.2%
2,103
-200
62
$298K 0.2%
9,121
63
$289K 0.19%
+997
64
$285K 0.19%
369
65
$283K 0.19%
2,542
-64
66
$282K 0.19%
2,297
-56
67
$279K 0.18%
263
-8
68
$272K 0.18%
600
69
$271K 0.18%
2,356
-25
70
$271K 0.18%
11,919
71
$266K 0.18%
2,930
72
$264K 0.17%
4,299
73
$261K 0.17%
+1,286
74
$261K 0.17%
2,921
-112
75
$257K 0.17%
3,039
1 2
3
4 5