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
$135M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$2.77M
3
+$2.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$710K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$367K

Top Sells

1
+$20M
2
+$2.46M
3
+$913K
4
HON icon
Honeywell
HON
+$827K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$600K

Sector Composition

1 Financials 11.63%
2 Technology 8.19%
3 Healthcare 2.71%
4 Consumer Staples 2.67%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,978
102
– –
-2,213
103
– –
-4,246
104
– –
-50,394
105
– –
-3,423
106
– –
-639
1 2 3 4
5