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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$172K 0.13%
7,240
102
$166K 0.12%
1,230
-274
103
$165K 0.12%
536
104
$160K 0.12%
680
105
$160K 0.12%
1,116
106
$160K 0.12%
2,531
-121
107
$158K 0.12%
1,402
-358
108
$158K 0.12%
1,470
109
$157K 0.12%
864
-930
110
$156K 0.12%
+4,951
111
$150K 0.11%
490
-243
112
$149K 0.11%
1,702
+1,486
113
$146K 0.11%
821
-68
114
$144K 0.11%
1,505
115
$143K 0.11%
4,626
+1,026
116
$142K 0.11%
799
-212
117
$140K 0.1%
625
118
$137K 0.1%
5,000
119
$136K 0.1%
5,900
120
$135K 0.1%
9,196
-1,550
121
$134K 0.1%
+277
122
$130K 0.1%
1,277
-200
123
$130K 0.1%
1,441
124
$130K 0.1%
4,468
-720
125
$129K 0.1%
1,087
3 4
5
6 7