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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.32M
3
+$977K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$963K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$802K

Top Sells

1
+$2.18M
2
+$460K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.2%
4,000
77
$275K 0.19%
506
-29
78
$274K 0.19%
4,676
79
$274K 0.19%
4,937
-149
80
$269K 0.19%
4,969
-117
81
$263K 0.19%
1,470
-526
82
$259K 0.18%
4,110
+4,059
83
$257K 0.18%
4,087
+817
84
$256K 0.18%
4,965
-121
85
$253K 0.18%
801
-76
86
$250K 0.18%
1,121
-7
87
$249K 0.18%
4,623
-313
88
$247K 0.17%
733
-50
89
$238K 0.17%
1,114
-985
90
$231K 0.16%
993
-31
91
$225K 0.16%
1,760
-143
92
$225K 0.16%
3,557
93
$214K 0.15%
1,272
-50
94
$213K 0.15%
1,011
-47
95
$213K 0.15%
1,504
-155
96
$211K 0.15%
+827
97
$209K 0.15%
6,480
-676
98
$208K 0.15%
3,355
-243
99
$207K 0.15%
+2,830
100
$205K 0.14%
1,157
-1,377
2 3
4
5 6