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
$150M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.31M
3 +$819K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$817K
5
WMT icon
Walmart
WMT
+$601K

Top Sells

1 +$1.15M
2 +$350K
3 +$244K
4
BLK icon
Blackrock
BLK
+$203K
5
MSFT icon
Microsoft
MSFT
+$176K

Sector Composition

1 Financials 10.77%
2 Technology 7.49%
3 Consumer Staples 2.94%
4 Healthcare 2.92%
5 Consumer Discretionary 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-258