WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$625K
3
+$585K
4
CASY icon
Casey's General Stores
CASY
+$278K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$248K

Top Sells

1
+$1.75M
2
+$1.2M
3
+$1.01M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$773K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$533K

Sector Composition

1 Financials 11.45%
2 Technology 7.3%
3 Consumer Staples 2.76%
4 Consumer Discretionary 1.92%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.16%
2,373
+499
77
$255K 0.16%
2,336
78
$255K 0.16%
2,801
79
$248K 0.16%
990
-13
80
$248K 0.16%
12,096
-3,910
81
$248K 0.16%
+7,174
82
$248K 0.16%
+4,299
83
$247K 0.16%
3,961
84
$246K 0.16%
680
85
$246K 0.16%
466
-6
86
$246K 0.16%
+2,524
87
$243K 0.15%
7,454
-84
88
$226K 0.14%
3,355
89
$223K 0.14%
9,121
90
$220K 0.14%
4,173
-57
91
$220K 0.14%
3,914
-240
92
$219K 0.14%
954
-26
93
$213K 0.13%
789
-12
94
$209K 0.13%
+1,458
95
$208K 0.13%
3,025
-755
96
$208K 0.13%
585
97
$201K 0.13%
586
-7
98
– –
-763
99
– –
-1,170
100
– –
-10,158
1 2 3
4