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
$141M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$882K
2 +$658K
3 +$451K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$442K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$398K

Top Sells

1 +$1.05M
2 +$587K
3 +$583K
4
VZ icon
Verizon
VZ
+$548K
5
AEL
American Equity Investment Life Holding Company
AEL
+$536K

Sector Composition

1 Financials 21.67%
2 Technology 6.82%
3 Consumer Discretionary 3.71%
4 Healthcare 2.78%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,032