WB

West Bancorporation Portfolio holdings

AUM $200M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$686K
3
+$675K
4
VB icon
Vanguard Small-Cap ETF
VB
+$590K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$318K

Top Sells

1
+$415K
2
+$408K
3
+$393K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$378K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$306K

Sector Composition

1 Financials 11.99%
2 Technology 7.49%
3 Consumer Staples 2.57%
4 Consumer Discretionary 2.11%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,105
102
– –
-2,246
103
– –
-8,865
104
– –
-3,937
105
– –
-3,780
1 2 3 4
5