WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Sells

1 +$1.75M
2 +$1.2M
3 +$1.01M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$773K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$533K

Sector Composition

1 Financials 11.45%
2 Technology 7.3%
3 Consumer Staples 2.76%
4 Consumer Discretionary 1.92%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$443K 0.28%
3,646
52
$439K 0.28%
572
-81
53
$439K 0.28%
3,439
54
$420K 0.27%
3,091
-777
55
$373K 0.24%
3,777
-58
56
$365K 0.23%
7,281
-500
57
$362K 0.23%
6,859
58
$361K 0.23%
642
-9
59
$345K 0.22%
11,919
60
$323K 0.2%
4,330
61
$322K 0.2%
5,499
-780
62
$319K 0.2%
1,550
+245
63
$318K 0.2%
1,999
64
$308K 0.19%
2,870
-35
65
$301K 0.19%
2,103
66
$301K 0.19%
976
-13
67
$295K 0.19%
5,355
-31,800
68
$293K 0.18%
2,821
-40
69
$292K 0.18%
371
-4
70
$285K 0.18%
934
71
$278K 0.18%
+545
72
$269K 0.17%
2,252
-22
73
$263K 0.17%
1,445
74
$260K 0.16%
2,056
75
$256K 0.16%
3,039