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WB
West Bancorporation Portfolio holdings
AUM
$234M
1-Year Est. Return
22.81%
This Fund
S&P 500
This Quarter
Est. Return
+9.65%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.7M
AUM Growth
–
Cap. Flow
+$95.2M
Cap. Flow
% of AUM
95.47%
Top 10 Holdings %
Top 10 Hldgs %
60.01%
Holding
302
New
302
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
AEL
American Equity Investment Life Holding Company
AEL
|
+$12.8M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$7.68M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.18M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$6.88M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$6.65M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 56.04% |
| 2 | Financials | 19.68% |
| 3 | Healthcare | 4.31% |
| 4 | Technology | 4% |
| 5 | Consumer Discretionary | 3.17% |
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West Bancorporation's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for West Bancorporation, which disclosed 302 positions worth $99.7M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is American Equity Investment Life Holding Company: 473,599 shares worth $14.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 56% of assets, followed by Financials and Healthcare.
- West Bancorporation's largest Q4 2019 buy was American Equity Investment Life Holding Company: 473,599 shares worth $14.2M.
- West Bancorporation's ten largest holdings make up 60% of its $99.7M portfolio in Q4 2019.
- West Bancorporation disclosed 302 positions in Q4 2019, its first 13F filing on record.
Based on West Bancorporation's 13F filing for Q4 2019, filed 10 Feb 2020.