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
$149M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$638K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$387K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$285K

Top Sells

1
+$365K
2
+$313K
3
+$285K
4
KO icon
Coca-Cola
KO
+$259K
5
VTV icon
Vanguard Value ETF
VTV
+$194K

Sector Composition

1 Financials 21.28%
2 Technology 7.29%
3 Consumer Discretionary 3.61%
4 Healthcare 2.92%
5 Consumer Staples 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.17%
4,508
-20
77
$257K 0.17%
+1,084
78
$254K 0.17%
2,371
79
$248K 0.17%
+1,496
80
$246K 0.17%
6,055
-681
81
$246K 0.17%
+5,794
82
$245K 0.16%
3,355
83
$244K 0.16%
5,354
-770
84
$242K 0.16%
+3,208
85
$242K 0.16%
2,966
-11
86
$237K 0.16%
536
87
$235K 0.16%
4,420
-24
88
$235K 0.16%
14,721
-5,136
89
$230K 0.15%
+1,032
90
$228K 0.15%
+1,114
91
$225K 0.15%
3,968
-51
92
$224K 0.15%
+896
93
$220K 0.15%
2,281
94
$213K 0.14%
+541
95
$211K 0.14%
+375
96
$82.3K 0.06%
36,400
97
– –
-7,628
98
– –
-4,172
99
– –
-1,571
1 2 3
4