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
+$1.28M
2
+$718K
3
+$297K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$255K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$966K
2
+$844K
3
+$549K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$545K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$451K

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
– –
-680
102
– –
-1,277
103
– –
-505
104
– –
-1,530
105
– –
-100
106
– –
-536
107
– –
-625
108
– –
-4,111
109
– –
-1,092
110
– –
-1,533
111
– –
-1,046
112
– –
-383
113
– –
-57
114
– –
-540
115
– –
-94
116
– –
-317
117
– –
-641
118
– –
-2,357
119
– –
-3,539
120
– –
-373
121
– –
-2,226
122
– –
-1,600
123
– –
-134
124
– –
-1,157
125
– –
-559
3 4
5
6 7