WB
West Bancorporation Portfolio holdings
AUM $158M
1-Year Return
15.4%
This Quarter Return
+12.56%
1 Year Return
+15.4%
3 Year Return
+57.1%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
-$7.79K
(-0.01%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-10.9%
Top 10 Holdings %
Top 10 Hldgs %
52.42%
Holding
264
New
–
Increased
13
Reduced
57
Closed
174
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.3M |
| 2 |
WisdomTree US MidCap Dividend Fund
DON
|
+$715K |
| 3 |
WisdomTree US SmallCap Dividend Fund
DES
|
+$294K |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$256K |
| 5 |
McDonald's
MCD
|
+$198K |
Top Sells
Sector Composition
| 1 | Financials | 23.58% |
| 2 | Technology | 5.7% |
| 3 | Healthcare | 4.13% |
| 4 | Consumer Discretionary | 3.45% |
| 5 | Consumer Staples | 3.14% |
