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
$72M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$160K
3
+$148K
4
GS icon
Goldman Sachs
GS
+$126K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$116K

Top Sells

1
+$1.61M
2
+$322K
3
+$289K
4
BAC icon
Bank of America
BAC
+$249K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$214K

Sector Composition

1 Financials 14.78%
2 Healthcare 4.8%
3 Technology 4.54%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$48K 0.07%
+1,120
127
$48K 0.07%
9,950
-50
128
$48K 0.07%
1,171
-299
129
$47K 0.07%
7,080
130
$46K 0.06%
290
-7
131
$44K 0.06%
337
-28
132
$43K 0.06%
1,092
-450
133
$43K 0.06%
1,970
134
$42K 0.06%
750
135
$42K 0.06%
+4,410
136
$42K 0.06%
700
+328
137
$39K 0.05%
1,144
-293
138
$39K 0.05%
445
139
$38K 0.05%
492
140
$38K 0.05%
+800
141
$37K 0.05%
558
142
$36K 0.05%
136
143
$36K 0.05%
2,750
-2,500
144
$36K 0.05%
1,336
145
$36K 0.05%
752
146
$33K 0.05%
1,144
147
$33K 0.05%
335
148
$32K 0.04%
373
149
$31K 0.04%
374
-6
150
$31K 0.04%
320
4 5
6
7 8