WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
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
+$260K
2
+$198K
3
+$186K
4
GS icon
Goldman Sachs
GS
+$173K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$151K

Top Sells

1
+$2.19M
2
+$369K
3
+$349K
4
DIS icon
Walt Disney
DIS
+$289K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$257K

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
151
$30K 0.04%
923
-333
152
$30K 0.04%
656
153
$30K 0.04%
134
154
$29K 0.04%
500
155
$29K 0.04%
2,750
156
$29K 0.04%
1,374
157
$28K 0.04%
774
158
$28K 0.04%
1,275
159
$28K 0.04%
1,132
160
$27K 0.04%
1,144
161
$27K 0.04%
1,600
162
$26K 0.04%
300
163
$26K 0.04%
647
164
$26K 0.04%
+2,520
165
$24K 0.03%
500
166
$24K 0.03%
2,000
167
$23K 0.03%
305
-316
168
$23K 0.03%
390
169
$21K 0.03%
1,500
170
$21K 0.03%
220
171
$21K 0.03%
191
172
$21K 0.03%
1,631
173
$21K 0.03%
554
174
$20K 0.03%
1,451
-65
175
$20K 0.03%
171
5 6
7
8 9