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

Top Buys

1 +$736K
2 +$536K
3 +$394K
4
WTBA icon
West Bancorporation
WTBA
+$350K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$301K

Top Sells

1 +$600K
2 +$544K
3 +$535K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$491K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$413K

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
-36,400
102
-5,945