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
$155M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$599K
3
+$422K
4
WTBA icon
West Bancorporation
WTBA
+$415K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$314K

Top Sells

1
+$637K
2
+$584K
3
+$558K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$551K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$440K

Sector Composition

1 Financials 21.74%
2 Technology 7.02%
3 Consumer Discretionary 3.69%
4 Healthcare 2.53%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.17%
6,468
-124
77
$259K 0.17%
367
-12
78
$258K 0.17%
+412
79
$252K 0.16%
3,477
80
$244K 0.16%
3,780
-116
81
$235K 0.15%
896
82
$233K 0.15%
4,246
-118
83
$232K 0.15%
2,930
-735
84
$229K 0.15%
538
-7
85
$228K 0.15%
2,952
-150
86
$225K 0.15%
2,155
-126
87
$221K 0.14%
+3,745
88
$216K 0.14%
+371
89
$210K 0.14%
+1,091
90
$210K 0.14%
1,338
91
$207K 0.13%
4,330
-122
92
$207K 0.13%
+680
93
$207K 0.13%
+821
94
$202K 0.13%
900
-37
95
$202K 0.13%
+2,486
96
$200K 0.13%
+4,084
97
$200K 0.13%
11,919
98
– –
-5,945
99
– –
-36,400
100
– –
-2,211
1 2 3
4
5