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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.18%
4,895
-42
77
$225K 0.17%
2,744
+2,239
78
$225K 0.17%
18,550
-2,980
79
$222K 0.16%
3,970
-140
80
$221K 0.16%
436
-70
81
$220K 0.16%
3,408
+578
82
$217K 0.16%
1,000
-121
83
$217K 0.16%
3,575
-512
84
$217K 0.16%
4,929
-36
85
$205K 0.15%
4,540
-83
86
$202K 0.15%
941
+114
87
$200K 0.15%
3,557
88
$200K 0.15%
6,650
+1,300
89
$197K 0.15%
1,272
90
$189K 0.14%
1,157
91
$189K 0.14%
+7,116
92
$188K 0.14%
1,022
-196
93
$184K 0.14%
3,355
94
$184K 0.14%
646
-155
95
$183K 0.14%
+654
96
$181K 0.13%
927
-187
97
$179K 0.13%
2,281
98
$179K 0.13%
2,052
-89
99
$176K 0.13%
5,254
-1,226
100
$173K 0.13%
2,000
2 3
4
5 6