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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
+12.36%
1 Year Est. Return
+22.81%
3 Year Est. Return
+64.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
96.51%
Top 10 Hldgs %
57.61%
Holding
315
New
315
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AEL
American Equity Investment Life Holding Company
AEL
+$19.9M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.95M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.95M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.68M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 22.67%
2 Technology 5.65%
3 Healthcare 4.36%
4 Consumer Discretionary 4.12%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTRS icon
201
Viatris
VTRS
$20.4B
$29K 0.02%
+2,144
New +$28.6K
FLXS icon
202
Flexsteel Industries
FLXS
$302M
$27K 0.02%
+1,000
New +$28.7K
IWB icon
203
iShares Russell 1000 ETF
IWB
$48.2B
$26K 0.02%
+97
New +$25K
UBS icon
204
UBS Group
UBS
$173B
$26K 0.02%
+1,456
New +$25.6K
CVS icon
205
CVS Health
CVS
$133B
$25K 0.02%
+245
New +$22.6K
SAN icon
206
Banco Santander
SAN
$201B
$25K 0.02%
+7,647
New +$26.9K
ATLO icon
207
AMES National
ATLO
$271M
$24K 0.02%
+1,000
New +$24.2K
BP icon
208
BP
BP
$116B
$24K 0.02%
+897
New +$24.9K
DFE icon
209
WisdomTree Europe SmallCap Dividend Fund
DFE
$166M
$24K 0.02%
+320
New +$23.4K
EMN icon
210
Eastman Chemical
EMN
$8B
$24K 0.02%
+200
New +$22.2K
JNK icon
211
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.07B
$24K 0.02%
+220
New +$23.8K
SYK icon
212
Stryker
SYK
$125B
$24K 0.02%
+90
New +$23.6K
VOT icon
213
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$24K 0.02%
+94
New +$23.7K
ARI
214
Apollo Commercial Real Estate
ARI
$867M
$23K 0.02%
+1,711
New +$24.7K
BANX
215
ArrowMark Financial
BANX
$198M
$22K 0.02%
+1,000
New +$22.1K
RF icon
216
Regions Financial
RF
$26.4B
$22K 0.02%
+1,000
New +$22.9K
RTX icon
217
RTX Corp
RTX
$290B
$22K 0.02%
+259
New +$22.6K
SLV icon
218
iShares Silver Trust
SLV
$28B
$22K 0.02%
+1,000
New +$21.6K
TEL icon
219
TE Connectivity
TEL
$59.6B
$22K 0.02%
+137
New +$21.2K
TIP icon
220
iShares TIPS Bond ETF
TIP
$14.5B
$22K 0.02%
+171
New +$22.1K
TBCH
221
Turtle Beach Corp
TBCH
$243M
$22K 0.02%
+1,000
New +$27K
C icon
222
Citigroup
C
$222B
$21K 0.02%
+352
New +$23.4K
MBB icon
223
iShares MBS ETF
MBB
$38.9B
$21K 0.02%
+191
New +$20.6K
VCSH icon
224
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$21K 0.02%
+260
New +$21.2K
VOE icon
225
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.7B
$21K 0.02%
+138
New +$20.3K
7 8
9
10 11

Similar funds

SP
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HWMT
Heritage Wealth Management (Texas) Houston, Texas $234M AUM 15.67% 1-Year Est. Return
IAG
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AL3A
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JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return
BH
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BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

West Bancorporation's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for West Bancorporation, which disclosed 315 positions worth $127M. Its ten largest holdings account for 58% of the portfolio.

Its largest position is American Equity Investment Life Holding Company: 570,717 shares worth $22.2M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, followed by Technology and Healthcare.

  • West Bancorporation's largest Q4 2021 buy was American Equity Investment Life Holding Company: 570,717 shares worth $22.2M.
  • West Bancorporation's ten largest holdings make up 58% of its $127M portfolio in Q4 2021.
  • West Bancorporation disclosed 315 positions in Q4 2021, its first 13F filing on record.

Based on West Bancorporation's 13F filing for Q4 2021, filed 8 Feb 2022.