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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$125K 0.09%
665
-18
127
$123K 0.09%
1,533
128
$123K 0.09%
+4,111
129
$120K 0.09%
318
-76
130
$120K 0.09%
371
131
$119K 0.09%
2,954
-500
132
$116K 0.09%
1,250
133
$115K 0.09%
1,500
134
$115K 0.09%
+3,523
135
$114K 0.08%
1,530
136
$114K 0.08%
1,695
137
$110K 0.08%
1,322
-6,406
138
$108K 0.08%
2,357
139
$103K 0.08%
913
-15
140
$102K 0.08%
395
141
$101K 0.08%
1,970
142
$96K 0.07%
2,226
-5,778
143
$95K 0.07%
507
-80
144
$93K 0.07%
4,231
145
$90K 0.07%
11,328
-3,640
146
$86K 0.06%
3,098
-54
147
$84K 0.06%
1,000
148
$81K 0.06%
641
149
$80K 0.06%
1,146
150
$80K 0.06%
2,160
4 5
6
7 8