WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.3M
AUM Growth
-$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$346K
2 +$245K
3 +$188K
4
UNP icon
Union Pacific
UNP
+$186K
5
APD icon
Air Products & Chemicals
APD
+$127K

Top Sells

1 +$4.19M
2 +$599K
3 +$351K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$278K
5
HON icon
Honeywell
HON
+$261K

Sector Composition

1 Financials 9.57%
2 Technology 6.34%
3 Healthcare 5.41%
4 Consumer Discretionary 4.94%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$15K 0.02%
200
202
$15K 0.02%
70
203
$15K 0.02%
1,114
-517
204
$14K 0.02%
132
205
$14K 0.02%
147
206
$14K 0.02%
738
-30
207
$14K 0.02%
1,169
208
$14K 0.02%
138
209
$13K 0.02%
130
210
$12K 0.01%
120
211
$12K 0.01%
330
212
$12K 0.01%
73
213
$12K 0.01%
668
214
$12K 0.01%
353
215
$12K 0.01%
340
216
$12K 0.01%
80
217
$11K 0.01%
262
218
$11K 0.01%
87
219
$11K 0.01%
1,365
220
$10K 0.01%
76
221
$10K 0.01%
193
222
$10K 0.01%
212
223
$10K 0.01%
727
224
$10K 0.01%
87
-132
225
$9K 0.01%
188