WB

West Bancorporation Portfolio holdings

AUM $200M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.35M
3
+$917K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$857K
5
META icon
Meta Platforms (Facebook)
META
+$801K

Top Sells

1
+$1.01M
2
+$734K
3
+$517K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$483K
5
HON icon
Honeywell
HON
+$331K

Sector Composition

1 Financials 10.98%
2 Technology 8.22%
3 Communication Services 2.42%
4 Consumer Staples 2.39%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.3%
5,684
-339
52
$524K 0.29%
3,439
53
$524K 0.29%
3,410
+1,411
54
$505K 0.28%
10,288
-382
55
$503K 0.28%
3,859
+213
56
$465K 0.26%
+1,912
57
$442K 0.25%
1,565
-800
58
$435K 0.24%
3,515
-262
59
$430K 0.24%
6,516
+1,017
60
$411K 0.23%
2,935
-156
61
$409K 0.23%
586
+14
62
$395K 0.22%
+1,328
63
$372K 0.21%
+2,130
64
$368K 0.2%
7,031
-250
65
$363K 0.2%
639
-3
66
$360K 0.2%
4,299
67
$352K 0.2%
+7,986
68
$346K 0.19%
2,226
+123
69
$337K 0.19%
2,839
+503
70
$332K 0.18%
934
71
$328K 0.18%
+3,352
72
$323K 0.18%
2,290
+234
73
$321K 0.18%
+1,730
74
$314K 0.17%
1,583
-1,583
75
$313K 0.17%
2,339
-185
1 2
3
4 5