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
176
$52K 0.03%
508
-200
177
$50K 0.03%
2,000
178
$48K 0.03%
1,275
179
$47K 0.03%
2,241
180
$47K 0.03%
500
181
$46K 0.03%
1,000
182
$46K 0.03%
136
183
$46K 0.03%
179
-11
184
$45K 0.03%
675
+184
185
$45K 0.03%
500
186
$45K 0.03%
89
187
$44K 0.03%
1,117
188
$44K 0.03%
240
189
$44K 0.03%
120
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190
$44K 0.03%
1,157
191
$43K 0.03%
185
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$43K 0.03%
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193
$43K 0.03%
516
194
$42K 0.03%
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195
$40K 0.02%
522
196
$39K 0.02%
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197
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198
$36K 0.02%
468
199
$34K 0.02%
2,000
200
$34K 0.02%
335
6 7
8
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