WB
West Bancorporation Portfolio holdings
AUM $158M
1-Year Return
15.4%
This Quarter Return
+9.65%
1 Year Return
+15.4%
3 Year Return
+57.1%
5 Year Return
–
10 Year Return
–
AUM
$99.7M
AUM Growth
–
Cap. Flow
+$99.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.01%
Holding
302
New
302
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AEL
American Equity Investment Life Holding Company
AEL
|
+$14.2M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$7.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.42M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$7.12M |
| 5 |
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% |
