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
$135M
AUM Growth
-$7.79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$715K
3
+$294K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$256K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$1.09M
2
+$827K
3
+$569K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$441K

Sector Composition

1 Financials 23.58%
2 Technology 5.7%
3 Healthcare 4.13%
4 Consumer Discretionary 3.45%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-608
102
– –
-1,970
103
– –
-1,250
104
– –
-230
105
– –
-1,275
106
– –
-780
107
– –
-1,402
108
– –
-120
109
– –
-1,163
110
– –
-7,647
111
– –
-3,950
112
– –
-2,954
113
– –
-821
114
– –
-39
115
– –
-625
116
– –
-4,111
117
– –
-1,092
118
– –
-1,533
119
– –
-1,046
120
– –
-383
121
– –
-57
122
– –
-540
123
– –
-94
124
– –
-317
125
– –
-641
3 4
5
6 7