WB

West Bancorporation Portfolio holdings

AUM $200M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
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
201
$10K 0.01%
51
202
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80
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$9K 0.01%
200
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$8K 0.01%
469
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193
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$8K 0.01%
177
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$8K 0.01%
833
208
$8K 0.01%
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$7K 0.01%
57
210
$7K 0.01%
500
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$7K 0.01%
136
-128
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$7K 0.01%
82
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$6K 0.01%
439
214
$6K 0.01%
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$6K 0.01%
40
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$5K 0.01%
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$5K 0.01%
96
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$5K 0.01%
18
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$4K 0.01%
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$4K 0.01%
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$4K 0.01%
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$4K 0.01%
25
-83
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$4K 0.01%
72
225
$4K 0.01%
738
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