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
$99.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$7.97M
3
+$7.42M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.68%
2 Healthcare 4.31%
3 Technology 4%
4 Consumer Discretionary 3.17%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$198K 0.2%
+3,300
77
$196K 0.2%
+941
78
$196K 0.2%
+3,008
79
$194K 0.19%
+825
80
$190K 0.19%
+926
81
$186K 0.19%
+3,400
82
$175K 0.18%
+4,548
83
$174K 0.17%
+2,282
84
$172K 0.17%
+2,030
85
$166K 0.17%
+885
86
$155K 0.16%
+1,213
87
$153K 0.15%
+2,853
88
$149K 0.15%
+1,970
89
$147K 0.15%
+747
90
$145K 0.15%
+2,440
91
$145K 0.15%
+2,422
92
$137K 0.14%
+1,143
93
$133K 0.13%
+7,696
94
$131K 0.13%
+536
95
$129K 0.13%
+680
96
$124K 0.12%
+1,448
97
$120K 0.12%
+1,435
98
$120K 0.12%
+1,296
99
$119K 0.12%
+729
100
$117K 0.12%
+1,530
2 3
4
5 6