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
$152M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.02M
3
+$371K
4
SPOT icon
Spotify
SPOT
+$288K
5
FI icon
Fiserv
FI
+$256K

Top Sells

1
+$2.2M
2
+$865K
3
+$858K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$772K
5
VB icon
Vanguard Small-Cap ETF
VB
+$762K

Sector Composition

1 Financials 20.98%
2 Technology 7.34%
3 Healthcare 2.9%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.16%
4,330
77
$247K 0.16%
513
-25
78
$247K 0.16%
1,003
-79
79
$246K 0.16%
4,246
80
$244K 0.16%
580
-1,224
81
$235K 0.15%
1,581
-366
82
$235K 0.15%
3,355
-122
83
$230K 0.15%
2,677
+191
84
$230K 0.15%
3,780
85
$227K 0.15%
1,091
86
$225K 0.15%
+4,290
87
$224K 0.15%
3,862
-222
88
$224K 0.15%
+4,299
89
$216K 0.14%
680
90
$210K 0.14%
11,919
91
$210K 0.14%
+639
92
$208K 0.14%
+598
93
$205K 0.13%
+482
94
$204K 0.13%
2,237
-563
95
$204K 0.13%
267
-100
96
$203K 0.13%
+2,090
97
$203K 0.13%
+3,039
98
$202K 0.13%
+347
99
$201K 0.13%
+2,941
100
$201K 0.13%
2,213
-739
1 2 3
4
5