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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$10.3M
3
+$9.21M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.88M

Top Sells

No sells this quarter

Sector Composition

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
201
$29K 0.02%
+2,144
202
$27K 0.02%
+1,000
203
$26K 0.02%
+97
204
$26K 0.02%
+1,456
205
$25K 0.02%
+245
206
$25K 0.02%
+7,647
207
$24K 0.02%
+1,000
208
$24K 0.02%
+897
209
$24K 0.02%
+320
210
$24K 0.02%
+200
211
$24K 0.02%
+220
212
$24K 0.02%
+90
213
$24K 0.02%
+94
214
$23K 0.02%
+1,711
215
$22K 0.02%
+1,000
216
$22K 0.02%
+1,000
217
$22K 0.02%
+259
218
$22K 0.02%
+1,000
219
$22K 0.02%
+137
220
$22K 0.02%
+171
221
$22K 0.02%
+1,000
222
$21K 0.02%
+352
223
$21K 0.02%
+191
224
$21K 0.02%
+260
225
$21K 0.02%
+138
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9
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