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
$86M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$254K
3
+$240K
4
NVDA icon
NVIDIA
NVDA
+$223K
5
ROK icon
Rockwell Automation
ROK
+$203K

Top Sells

1
+$448K
2
+$295K
3
+$227K
4
ETN icon
Eaton
ETN
+$222K
5
CMCSA icon
Comcast
CMCSA
+$222K

Sector Composition

1 Financials 15.41%
2 Technology 5.45%
3 Healthcare 4.85%
4 Consumer Discretionary 4.09%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.02%
147
202
$15K 0.02%
467
-168
203
$14K 0.02%
200
204
$14K 0.02%
200
205
$13K 0.02%
73
+33
206
$13K 0.02%
+262
207
$13K 0.02%
70
-1,160
208
$13K 0.02%
768
209
$13K 0.02%
+138
210
$11K 0.01%
51
211
$11K 0.01%
+132
212
$11K 0.01%
130
-2,626
213
$11K 0.01%
+1,365
214
$11K 0.01%
+353
215
$11K 0.01%
340
216
$11K 0.01%
80
217
$10K 0.01%
+330
218
$10K 0.01%
+76
219
$10K 0.01%
+87
220
$10K 0.01%
131
-1,370
221
$10K 0.01%
212
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222
$10K 0.01%
+727
223
$10K 0.01%
+120
224
$9K 0.01%
188
225
$9K 0.01%
193
7 8
9
10 11