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

Top Buys

1 +$1.77M
2 +$1.26M
3 +$790K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$783K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$580K

Top Sells

1 +$1.01M
2 +$334K
3 +$244K
4
BLK icon
Blackrock
BLK
+$203K
5
MSFT icon
Microsoft
MSFT
+$175K

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
-640