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
$147M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.88M
3
+$1.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$887K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$478K

Top Sells

1
+$2.94M
2
+$2.2M
3
+$289K
4
DIS icon
Walt Disney
DIS
+$283K
5
PSTG icon
Pure Storage
PSTG
+$264K

Sector Composition

1 Financials 11.83%
2 Technology 6.75%
3 Consumer Staples 2.99%
4 Healthcare 2.39%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.28%
10,758
-16
52
$401K 0.27%
3,646
-825
53
$400K 0.27%
763
+84
54
$385K 0.26%
7,781
-3,000
55
$377K 0.26%
6,279
56
$359K 0.24%
653
-146
57
$357K 0.24%
651
-1
58
$352K 0.24%
2,103
59
$341K 0.23%
1,999
-200
60
$337K 0.23%
11,919
61
$329K 0.22%
6,859
62
$317K 0.22%
4,250
63
$313K 0.21%
2,861
+217
64
$309K 0.21%
16,006
-615
65
$293K 0.2%
2,905
-16
66
$292K 0.2%
2,274
-23
67
$272K 0.19%
4,330
68
$269K 0.18%
934
69
$258K 0.18%
1,170
-6
70
$253K 0.17%
9,121
71
$252K 0.17%
3,835
+652
72
$252K 0.17%
989
+243
73
$250K 0.17%
3,039
74
$246K 0.17%
7,538
-71
75
$244K 0.17%
2,336
-20
1 2
3
4