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
$99.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$14.2M
2 +$7.97M
3 +$7.42M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.12M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.68%
2 Healthcare 4.31%
3 Technology 4%
4 Consumer Discretionary 3.17%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.2M 14.21%
+473,599
2
$7.97M 8%
+133,739
3
$7.42M 7.44%
+168,393
4
$7.12M 7.14%
+52,181
5
$7.01M 7.03%
+39,840
6
$5.02M 5.03%
+15,528
7
$4M 4.01%
+42,631
8
$3.86M 3.87%
+23,306
9
$1.87M 1.87%
+26,896
10
$1.41M 1.41%
+31,700
11
$1.36M 1.37%
+35,877
12
$1.27M 1.28%
+8,000
13
$1.16M 1.17%
+34,673
14
$1.14M 1.14%
+44,357
15
$1.1M 1.1%
+10,198
16
$989K 0.99%
+34,483
17
$933K 0.94%
+5,919
18
$838K 0.84%
+11,412
19
$832K 0.83%
+13,069
20
$823K 0.83%
+4,651
21
$791K 0.79%
+21,274
22
$719K 0.72%
+24,370
23
$701K 0.7%
+3,212
24
$695K 0.7%
+5,575
25
$692K 0.69%
+8,129