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
-$7.79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$715K
3
+$294K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$256K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$1.09M
2
+$827K
3
+$569K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$441K

Sector Composition

1 Financials 23.58%
2 Technology 5.7%
3 Healthcare 4.13%
4 Consumer Discretionary 3.45%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.19%
4,167
-373
77
$246K 0.18%
9,308
-475
78
$245K 0.18%
3,379
-196
79
$240K 0.18%
4,767
-162
80
$236K 0.18%
3,106
-302
81
$232K 0.17%
422
-14
82
$227K 0.17%
5,040
-1,920
83
$224K 0.17%
3,355
84
$217K 0.16%
3,535
-22
85
$216K 0.16%
1,272
86
$215K 0.16%
941
-59
87
$212K 0.16%
609
-37
88
$204K 0.15%
1,157
89
$203K 0.15%
1,836
+134
90
$190K 0.14%
36,400
91
– –
-941
92
– –
-500
93
– –
-20
94
– –
-2,500
95
– –
-469
96
– –
-40
97
– –
-327
98
– –
-559
99
– –
-122
100
– –
-468
2 3
4
5 6