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
$72M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$198K
3
+$186K
4
GS icon
Goldman Sachs
GS
+$173K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$151K

Top Sells

1
+$2.19M
2
+$369K
3
+$349K
4
DIS icon
Walt Disney
DIS
+$289K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$257K

Sector Composition

1 Financials 14.78%
2 Healthcare 4.8%
3 Technology 4.54%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$143K 0.2%
885
77
$142K 0.2%
1,933
78
$138K 0.19%
4,487
-1,501
79
$135K 0.19%
10,746
+3,050
80
$134K 0.19%
2,206
-76
81
$126K 0.18%
+814
82
$125K 0.17%
2,312
-110
83
$123K 0.17%
747
84
$123K 0.17%
21,320
85
$115K 0.16%
3,340
-1,124
86
$114K 0.16%
536
87
$113K 0.16%
1,329
88
$112K 0.16%
1,501
-118
89
$110K 0.15%
660
+125
90
$108K 0.15%
3,300
91
$108K 0.15%
13,298
92
$105K 0.15%
2,360
-80
93
$104K 0.14%
7,240
94
$102K 0.14%
1,143
95
$99K 0.14%
680
96
$91K 0.13%
1,296
97
$91K 0.13%
704
-25
98
$81K 0.11%
1,435
99
$80K 0.11%
2,774
-79
100
$79K 0.11%
1,500
2 3
4
5 6