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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.32M
3
+$977K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$963K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$802K

Top Sells

1
+$2.18M
2
+$460K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$72K 0.05%
559
-86
152
$70K 0.05%
1,545
153
$69K 0.05%
678
-903
154
$65K 0.05%
1,000
155
$65K 0.05%
292
-4
156
$62K 0.04%
750
157
$62K 0.04%
2,000
158
$61K 0.04%
1,556
-132
159
$58K 0.04%
475
160
$58K 0.04%
373
161
$56K 0.04%
1,146
+62
162
$54K 0.04%
780
163
$53K 0.04%
1,600
164
$52K 0.04%
555
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165
$52K 0.04%
325
166
$50K 0.04%
288
167
$50K 0.04%
383
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168
$49K 0.03%
505
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169
$48K 0.03%
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$47K 0.03%
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171
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2,000
172
$45K 0.03%
+500
173
$45K 0.03%
600
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174
$45K 0.03%
327
175
$44K 0.03%
508
5 6
7
8 9