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
151
$91K 0.06%
1,000
-1,599
152
$90K 0.06%
780
-1,072
153
$88K 0.05%
642
-1,195
154
$88K 0.05%
645
155
$85K 0.05%
799
156
$85K 0.05%
296
+52
157
$83K 0.05%
1,545
-585
158
$81K 0.05%
1,042
-374
159
$79K 0.05%
1,688
160
$72K 0.04%
1,000
161
$72K 0.04%
325
-426
162
$67K 0.04%
2,000
163
$66K 0.04%
+475
164
$66K 0.04%
750
165
$64K 0.04%
373
166
$61K 0.04%
1,600
167
$60K 0.04%
1,084
-381
168
$60K 0.04%
288
169
$60K 0.04%
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170
$60K 0.04%
327
171
$59K 0.04%
662
-29
172
$57K 0.04%
574
+315
173
$56K 0.03%
300
174
$54K 0.03%
601
175
$52K 0.03%
1,000
5 6
7
8 9