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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.14%
3,598
102
$223K 0.14%
536
103
$222K 0.14%
1,044
-12
104
$221K 0.14%
2,052
105
$219K 0.14%
2,934
-38
106
$219K 0.14%
2,171
-8
107
$218K 0.14%
10,746
108
$218K 0.14%
2,825
-91
109
$215K 0.13%
970
+453
110
$208K 0.13%
680
111
$208K 0.13%
+8,327
112
$201K 0.12%
667
-80
113
$200K 0.12%
2,000
114
$196K 0.12%
+5,322
115
$193K 0.12%
908
-30
116
$190K 0.12%
2,318
117
$190K 0.12%
1,486
118
$187K 0.12%
7,240
119
$184K 0.11%
3,454
-498
120
$180K 0.11%
+5,700
121
$179K 0.11%
1,126
122
$177K 0.11%
+5,000
123
$175K 0.11%
+5,900
124
$174K 0.11%
1,078
+793
125
$169K 0.1%
1,581
3 4
5
6 7