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
$150M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.31M
3
+$819K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$817K
5
WMT icon
Walmart
WMT
+$601K

Top Sells

1
+$1.15M
2
+$350K
3
+$244K
4
BLK icon
Blackrock
BLK
+$203K
5
MSFT icon
Microsoft
MSFT
+$176K

Sector Composition

1 Financials 10.77%
2 Technology 7.49%
3 Consumer Staples 2.94%
4 Healthcare 2.92%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.17%
517
+22
77
$255K 0.17%
4,330
78
$254K 0.17%
492
+15
79
$254K 0.17%
3,033
+114
80
$252K 0.17%
1,021
+25
81
$251K 0.17%
2,606
+64
82
$251K 0.17%
3,780
83
$249K 0.17%
1,045
+33
84
$247K 0.16%
3,355
85
$246K 0.16%
1,091
86
$245K 0.16%
6,705
87
$243K 0.16%
391
+12
88
$242K 0.16%
271
+8
89
$235K 0.16%
+616
90
$232K 0.15%
680
91
$223K 0.15%
149
+5
92
$220K 0.15%
+355
93
$216K 0.14%
4,299
94
$215K 0.14%
7,105
-1,406
95
$214K 0.14%
3,287
-1,059
96
$211K 0.14%
2,590
+510
97
$211K 0.14%
+2,246
98
$206K 0.14%
3,937
+111
99
$203K 0.14%
1,490
-91
100
– –
-640
1 2 3
4
5