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
$135M
AUM Growth
-$7.79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$715K
3
+$294K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$256K
5
MCD icon
McDonald's
MCD
+$198K

Top Sells

1
+$1.09M
2
+$827K
3
+$569K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$441K

Sector Composition

1 Financials 23.58%
2 Technology 5.7%
3 Healthcare 4.13%
4 Consumer Discretionary 3.45%
5 Consumer Staples 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-475
202
– –
-1,556
203
– –
-6,650
204
– –
-500
205
– –
-1,230
206
– –
-7,116
207
– –
-6,400
208
– –
-437
209
– –
-1,505
210
– –
-385
211
– –
-18,254
212
– –
-320
213
– –
-151
214
– –
-750
215
– –
-555
216
– –
-8
217
– –
-1,250
218
– –
-1,470
219
– –
-11
220
– –
-100
221
– –
-200
222
– –
-2,160
223
– –
-2,143
224
– –
-1,500
225
– –
-7,240
7 8
9
10 11