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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.2%
783
-10
77
$317K 0.2%
1,133
-248
78
$316K 0.2%
535
-1
79
$315K 0.2%
1,058
-8
80
$313K 0.19%
877
-3
81
$308K 0.19%
2,842
+2,189
82
$308K 0.19%
3,054
+1,171
83
$296K 0.18%
+4,936
84
$292K 0.18%
4,676
85
$292K 0.18%
1,263
-7
86
$292K 0.18%
5,086
+3,942
87
$291K 0.18%
1,903
-42
88
$283K 0.18%
681
+161
89
$282K 0.17%
1,128
-1,219
90
$274K 0.17%
3,130
-78
91
$270K 0.17%
+7,156
92
$259K 0.16%
2,582
-135
93
$257K 0.16%
+1,659
94
$250K 0.16%
15,993
+13,670
95
$249K 0.15%
3,557
+3,535
96
$240K 0.15%
1,517
-10
97
$239K 0.15%
430
-5
98
$239K 0.15%
1,322
-15
99
$236K 0.15%
1,024
-1
100
$230K 0.14%
+3,270
2 3
4
5 6