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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.1%
788
+715
127
$159K 0.1%
625
-50
128
$156K 0.1%
+852
129
$155K 0.1%
+1,695
130
$154K 0.1%
1,409
-59
131
$152K 0.09%
1,505
+1,260
132
$146K 0.09%
1,312
+535
133
$143K 0.09%
1,530
134
$141K 0.09%
2,357
-2,358
135
$140K 0.09%
1,250
+380
136
$139K 0.09%
1,970
137
$138K 0.09%
683
+665
138
$133K 0.08%
+395
139
$131K 0.08%
1,097
+275
140
$129K 0.08%
+4,231
141
$122K 0.08%
+987
142
$117K 0.07%
2,361
-90
143
$115K 0.07%
+3,365
144
$106K 0.07%
371
145
$106K 0.07%
+1,250
146
$106K 0.07%
641
-749
147
$102K 0.06%
1,500
148
$100K 0.06%
+2,160
149
$95K 0.06%
538
150
$91K 0.06%
1,305
-336
4 5
6
7 8