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
176
$35K 0.03%
1,157
177
$32K 0.02%
120
178
$31K 0.02%
468
179
$30K 0.02%
2,143
180
$29K 0.02%
139
181
$28K 0.02%
645
-900
182
$27K 0.02%
385
183
$27K 0.02%
185
184
$27K 0.02%
2,000
185
$26K 0.02%
117
186
$26K 0.02%
308
-200
187
$25K 0.02%
437
188
$25K 0.02%
582
-564
189
$25K 0.02%
136
190
$23K 0.02%
1,500
191
$23K 0.02%
375
192
$22K 0.02%
1,163
193
$22K 0.02%
3,950
194
$22K 0.02%
505
195
$22K 0.02%
540
196
$21K 0.02%
1,275
197
$20K 0.01%
525
-100
198
$20K 0.01%
275
-325
199
$20K 0.01%
702
200
$20K 0.01%
2,500
6 7
8
9 10