We are live on ! Find out more
WB

West Bancorporation Portfolio holdings

AUM $234M
1-Year Est. Return 22.81%
This Fund
S&P 500
This Quarter Est. Return
+9.65%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.7M
AUM Growth
–
Cap. Flow
+$95.2M
Cap. Flow %
95.47%
Top 10 Hldgs %
60.01%
Holding
302
New
302
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AEL
American Equity Investment Life Holding Company
AEL
+$12.8M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$7.68M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.18M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.88M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.65M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
RDS.B
76
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$198K 0.2%
+3,300
New +$194K
AON icon
77
Aon
AON
$76.5B
$196K 0.2%
+941
New +$186K
IEFA icon
78
iShares Core MSCI EAFE ETF
IEFA
$190B
$196K 0.2%
+3,008
New +$191K
APD icon
79
Air Products & Chemicals
APD
$65.7B
$194K 0.19%
+825
New +$186K
META icon
80
Meta Platforms (Facebook)
META
$1.42T
$190K 0.19%
+926
New +$179K
LNT icon
81
Alliant Energy
LNT
$18.3B
$186K 0.19%
+3,400
New +$181K
PANW icon
82
Palo Alto Networks
PANW
$270B
$175K 0.18%
+4,548
New +$172K
IWP icon
83
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$174K 0.17%
+2,282
New +$167K
MKC icon
84
McCormick & Company Non-Voting
MKC
$13.7B
$172K 0.17%
+2,030
New +$168K
V icon
85
Visa
V
$684B
$166K 0.17%
+885
New +$159K
LQD icon
86
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$155K 0.16%
+1,213
New +$154K
WFC icon
87
Wells Fargo
WFC
$261B
$153K 0.15%
+2,853
New +$149K
OKE icon
88
Oneok
OKE
$57.2B
$149K 0.15%
+1,970
New +$141K
ISRG icon
89
Intuitive Surgical
ISRG
$127B
$147K 0.15%
+747
New +$140K
IJK icon
90
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$145K 0.15%
+2,440
New +$140K
INTC icon
91
Intel
INTC
$455B
$145K 0.15%
+2,422
New +$136K
VTV icon
92
Vanguard Morningstar Value ETF
VTV
$188B
$137K 0.14%
+1,143
New +$132K
FFA
93
First Trust Enhanced Equity Income Fund
FFA
$450M
$133K 0.13%
+7,696
New +$126K
VGT icon
94
Vanguard Information Technology ETF
VGT
$139B
$131K 0.13%
+4,288
New +$123K
VCR icon
95
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$129K 0.13%
+680
New +$124K
IJJ icon
96
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$124K 0.12%
+1,448
New +$119K
IJR icon
97
iShares Core S&P Small-Cap ETF
IJR
$109B
$120K 0.12%
+1,435
New +$115K
VNQ icon
98
Vanguard Real Estate ETF
VNQ
$39.2B
$120K 0.12%
+1,296
New +$120K
VTI icon
99
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$119K 0.12%
+729
New +$114K
VFH icon
100
Vanguard Financials ETF
VFH
$13.5B
$117K 0.12%
+1,530
New +$112K
2 3
4
5 6

Similar funds

SP
Saranac Partners London $234M AUM 14.11% 1-Year Est. Return
HWMT
Heritage Wealth Management (Texas) Houston, Texas $234M AUM 15.67% 1-Year Est. Return
IAG
Investmark Advisory Group Shelton, Connecticut $234M AUM 16.71% 1-Year Est. Return
AL3A
Accel Leaders 3 Associates Palo Alto, California $234M AUM
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return
BH
Burk Holdings Tulsa, Oklahoma $233M AUM 19.18% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

West Bancorporation's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for West Bancorporation, which disclosed 302 positions worth $99.7M. Its ten largest holdings account for 60% of the portfolio.

Its largest position is American Equity Investment Life Holding Company: 473,599 shares worth $14.2M.

By sector, the portfolio is most concentrated in Financials at 20% of assets, followed by Healthcare and Technology.

  • West Bancorporation's largest Q4 2019 buy was American Equity Investment Life Holding Company: 473,599 shares worth $14.2M.
  • West Bancorporation's ten largest holdings make up 60% of its $99.7M portfolio in Q4 2019.
  • West Bancorporation disclosed 302 positions in Q4 2019, its first 13F filing on record.

Based on West Bancorporation's 13F filing for Q4 2019, filed 10 Feb 2020.