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
$152M
AUM Growth
-$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.02M
3
+$371K
4
SPOT icon
Spotify
SPOT
+$288K
5
FISV
Fiserv Inc
FISV
+$256K

Top Sells

1
+$2.2M
2
+$865K
3
+$858K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$772K
5
VB icon
Vanguard Small-Cap ETF
VB
+$762K

Sector Composition

1 Financials 20.98%
2 Technology 7.34%
3 Healthcare 2.9%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$195K 0.13%
+10,296
102
– –
-2,475
103
– –
-8,000
104
– –
-900
105
– –
-1,104
106
– –
-3,745
107
– –
-1,338
108
– –
-2,155
109
– –
-821
110
– –
-896
1 2 3 4
5