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
$141M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$658K
3
+$451K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$442K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$398K

Top Sells

1
+$1.05M
2
+$587K
3
+$583K
4
VZ icon
Verizon
VZ
+$548K
5
AEL
American Equity Investment Life Holding Company
AEL
+$536K

Sector Composition

1 Financials 21.67%
2 Technology 6.82%
3 Consumer Discretionary 3.71%
4 Healthcare 2.78%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.17%
3,477
+122
77
$239K 0.17%
9,308
-82
78
$228K 0.16%
1,120
+6
79
$228K 0.16%
4,452
-56
80
$225K 0.16%
4,364
-56
81
$223K 0.16%
2,211
-160
82
$216K 0.15%
545
+4
83
$215K 0.15%
3,896
-72
84
$215K 0.15%
+937
85
$212K 0.15%
379
+4
86
$211K 0.15%
+3,102
87
$210K 0.15%
+432
88
$208K 0.15%
1,338
-158
89
$208K 0.15%
2,281
90
$206K 0.15%
896
91
$179K 0.13%
11,919
-2,802
92
$51.7K 0.04%
36,400
93
– –
-1,032
94
– –
-5,354
95
– –
-3,208
96
– –
-4,110
97
– –
-3,716
98
– –
-2,966
99
– –
-536
100
– –
-6,055
1 2 3
4
5