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
$99.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$7.97M
3
+$7.42M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.68%
2 Healthcare 4.31%
3 Technology 4%
4 Consumer Discretionary 3.17%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$64K 0.06%
+297
127
$63K 0.06%
+1,144
128
$61K 0.06%
+1,516
129
$60K 0.06%
+536
130
$60K 0.06%
+1,256
131
$60K 0.06%
+2,212
132
$59K 0.06%
+731
133
$58K 0.06%
+750
134
$55K 0.06%
+621
135
$55K 0.06%
+373
136
$52K 0.05%
+1,336
137
$51K 0.05%
+1,002
138
$49K 0.05%
+380
139
$48K 0.05%
+1,600
140
$46K 0.05%
+752
141
$45K 0.05%
+492
142
$45K 0.05%
+445
143
$45K 0.05%
+134
144
$44K 0.04%
+500
145
$44K 0.04%
+136
146
$42K 0.04%
+1,275
147
$42K 0.04%
+7,080
148
$42K 0.04%
+2,000
149
$42K 0.04%
+1,374
150
$40K 0.04%
+2,750
4 5
6
7 8