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
$86M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$324K
2 +$254K
3 +$240K
4
NVDA icon
NVIDIA
NVDA
+$223K
5
ROK icon
Rockwell Automation
ROK
+$203K

Top Sells

1 +$448K
2 +$295K
3 +$227K
4
ETN icon
Eaton
ETN
+$222K
5
CMCSA icon
Comcast
CMCSA
+$222K

Sector Composition

1 Financials 15.41%
2 Technology 5.45%
3 Healthcare 4.85%
4 Consumer Discretionary 4.09%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$96K 0.11%
569
+86
102
$92K 0.11%
1,500
103
$91K 0.11%
1,593
-1,415
104
$90K 0.1%
600
105
$90K 0.1%
1,750
106
$89K 0.1%
856
-43
107
$88K 0.1%
1,530
108
$86K 0.1%
647
109
$82K 0.1%
3,468
110
$82K 0.1%
916
-2,541
111
$80K 0.09%
760
+95
112
$78K 0.09%
4,000
113
$72K 0.08%
442
114
$71K 0.08%
2,774
115
$70K 0.08%
870
116
$70K 0.08%
918
117
$69K 0.08%
342
+214
118
$68K 0.08%
1,735
-5,659
119
$66K 0.08%
1,425
+333
120
$66K 0.08%
1,378
+731
121
$65K 0.08%
276
122
$65K 0.08%
799
123
$65K 0.08%
1,970
124
$61K 0.07%
1,144
125
$61K 0.07%
1,357