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
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$698K
3
+$661K
4
VB icon
Vanguard Small-Cap ETF
VB
+$576K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$307K

Top Sells

1
+$417K
2
+$395K
3
+$393K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$368K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$306K

Sector Composition

1 Financials 11.99%
2 Technology 7.49%
3 Consumer Staples 2.57%
4 Consumer Discretionary 2.11%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.17%
680
77
$247K 0.16%
4,330
78
$244K 0.16%
2,644
-100
79
$242K 0.16%
1,176
-472
80
$239K 0.16%
1,028
-63
81
$238K 0.16%
379
-12
82
$237K 0.16%
476
-16
83
$235K 0.15%
2,184
-64
84
$232K 0.15%
+1,495
85
$226K 0.15%
+934
86
$226K 0.15%
989
-32
87
$226K 0.15%
4,250
-140
88
$224K 0.15%
+746
89
$222K 0.15%
7,609
-280
90
$221K 0.15%
3,183
-104
91
$217K 0.14%
6,435
-270
92
$212K 0.14%
1,009
-36
93
$212K 0.14%
+671
94
$203K 0.13%
596
-20
95
$200K 0.13%
3,355
96
– –
-1,490
97
– –
-355
98
– –
-149
99
– –
-3,465
100
– –
-2,590
1 2 3
4
5