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
$147M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.88M
3
+$1.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$887K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$478K

Top Sells

1
+$2.94M
2
+$2.2M
3
+$289K
4
DIS icon
Walt Disney
DIS
+$283K
5
PSTG icon
Pure Storage
PSTG
+$264K

Sector Composition

1 Financials 11.83%
2 Technology 6.75%
3 Consumer Staples 2.99%
4 Healthcare 2.39%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.16%
472
-4
77
$234K 0.16%
+3,961
78
$233K 0.16%
2,801
-129
79
$233K 0.16%
4,230
-20
80
$233K 0.16%
+3,780
81
$232K 0.16%
980
-9
82
$230K 0.16%
375
-4
83
$229K 0.16%
+1,445
84
$228K 0.15%
3,355
85
$223K 0.15%
1,874
-310
86
$221K 0.15%
680
87
$212K 0.14%
1,028
88
$210K 0.14%
1,003
-6
89
$209K 0.14%
4,154
-1,603
90
$208K 0.14%
261
-2
91
$207K 0.14%
593
-3
92
$205K 0.14%
585
-86
93
$203K 0.14%
+801
94
– –
-997
95
– –
-4,299
96
– –
-1,495
97
– –
-6,435
98
– –
-2,542
99
– –
-1,286
1 2 3
4