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
$142M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.32M
3
+$977K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$963K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$802K

Top Sells

1
+$2.18M
2
+$460K
3
+$392K
4
ZTS icon
Zoetis
ZTS
+$322K
5
ROK icon
Rockwell Automation
ROK
+$317K

Sector Composition

1 Financials 22.39%
2 Technology 7.52%
3 Healthcare 5.06%
4 Consumer Staples 4.29%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.02%
1,275
-656
202
$23K 0.02%
1,163
203
$22K 0.02%
1,000
204
$22K 0.02%
2,000
205
$21K 0.01%
430
206
$21K 0.01%
500
-70
207
$21K 0.01%
7,647
208
$21K 0.01%
375
-77
209
$21K 0.01%
+2,500
210
$19K 0.01%
1,000
211
$19K 0.01%
1,000
212
$19K 0.01%
171
213
$18K 0.01%
1,711
214
$18K 0.01%
427
-1
215
$18K 0.01%
320
216
$18K 0.01%
200
217
$18K 0.01%
1,000
218
$18K 0.01%
90
219
$18K 0.01%
216
-300
220
$17K 0.01%
81
221
$16K 0.01%
460
222
$16K 0.01%
230
223
$16K 0.01%
1,000
-456
224
$16K 0.01%
1,046
225
$15K 0.01%
95
-145
7 8
9
10 11