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
$135M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$892K
3
+$640K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$570K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$545K

Top Sells

1
+$1.74M
2
+$611K
3
+$533K
4
CAT icon
Caterpillar
CAT
+$263K
5
WMT icon
Walmart
WMT
+$249K

Sector Composition

1 Financials 20.83%
2 Technology 6.41%
3 Healthcare 4.52%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$79K 0.06%
1,250
152
$78K 0.06%
1,092
153
$75K 0.06%
538
154
$73K 0.05%
799
155
$68K 0.05%
317
+25
156
$68K 0.05%
559
157
$67K 0.05%
780
158
$60K 0.04%
+1,210
159
$57K 0.04%
750
160
$54K 0.04%
+1,404
161
$53K 0.04%
475
162
$52K 0.04%
555
163
$51K 0.04%
500
164
$50K 0.04%
373
165
$47K 0.03%
383
166
$47K 0.03%
327
167
$46K 0.03%
1,556
168
$46K 0.03%
1,600
169
$45K 0.03%
288
170
$44K 0.03%
325
171
$43K 0.03%
535
172
$41K 0.03%
+3,539
173
$38K 0.03%
500
174
$37K 0.03%
1,117
175
$36K 0.03%
610
5 6
7
8 9