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
$161M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$5.59M
3
+$3.16M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.09M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1
+$2.46M
2
+$471K
3
+$444K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$442K
5
ADBE icon
Adobe
ADBE
+$415K

Sector Composition

1 Financials 24.13%
2 Technology 8.87%
3 Healthcare 5.21%
4 Consumer Staples 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34K 0.02%
142
202
$34K 0.02%
1,931
-2,342
203
$33K 0.02%
137
-61
204
$33K 0.02%
385
205
$33K 0.02%
2,000
206
$33K 0.02%
+540
207
$32K 0.02%
1,500
208
$32K 0.02%
3,950
-6,000
209
$31K 0.02%
570
210
$29K 0.02%
1,456
211
$29K 0.02%
505
-71
212
$29K 0.02%
656
213
$28K 0.02%
1,000
214
$28K 0.02%
200
215
$28K 0.02%
1,163
+666
216
$27K 0.02%
250
217
$27K 0.02%
452
218
$27K 0.02%
702
+28
219
$27K 0.02%
430
220
$26K 0.02%
7,647
221
$26K 0.02%
897
222
$25K 0.02%
1,000
223
$24K 0.01%
500
-503
224
$24K 0.01%
90
225
$24K 0.01%
1,711
7 8
9
10 11