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
176
$20K 0.03%
128
177
$20K 0.03%
368
178
$19K 0.03%
219
179
$19K 0.03%
1,600
180
$19K 0.03%
398
181
$19K 0.03%
645
182
$19K 0.03%
595
183
$18K 0.03%
450
184
$18K 0.03%
3,780
-420
185
$17K 0.02%
222
186
$16K 0.02%
1,000
187
$16K 0.02%
668
188
$16K 0.02%
216
-72
189
$15K 0.02%
635
190
$15K 0.02%
600
191
$14K 0.02%
161
192
$14K 0.02%
97
-28
193
$13K 0.02%
147
194
$12K 0.02%
200
195
$12K 0.02%
2,212
196
$12K 0.02%
768
197
$11K 0.02%
720
198
$10K 0.01%
51
199
$10K 0.01%
340
200
$10K 0.01%
1,050
6 7
8
9 10