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
$155M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$789K
2 +$599K
3 +$422K
4
WTBA icon
West Bancorporation
WTBA
+$415K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$314K

Top Sells

1 +$637K
2 +$584K
3 +$558K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$551K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$440K

Sector Composition

1 Financials 21.74%
2 Technology 7.02%
3 Consumer Discretionary 3.69%
4 Healthcare 2.53%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-432
102
-8,981