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
$72M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$160K
3
+$148K
4
GS icon
Goldman Sachs
GS
+$126K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$116K

Top Sells

1
+$1.61M
2
+$322K
3
+$289K
4
BAC icon
Bank of America
BAC
+$249K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$214K

Sector Composition

1 Financials 14.78%
2 Healthcare 4.8%
3 Technology 4.54%
4 Consumer Staples 4.09%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.29M 10.13%
387,843
-85,756
2
$5.81M 8.08%
134,679
+940
3
$5.68M 7.89%
37,700
-2,140
4
$5.4M 7.5%
161,979
-6,414
5
$5.32M 7.4%
53,674
+1,493
6
$3.86M 5.36%
14,929
-599
7
$2.92M 4.06%
41,345
-1,286
8
$2.75M 3.82%
24,036
+730
9
$1.28M 1.78%
24,015
-2,881
10
$1.07M 1.48%
31,813
+113
11
$1.06M 1.47%
8,000
12
$936K 1.3%
38,735
+2,858
13
$907K 1.26%
5,751
-168
14
$804K 1.12%
10,071
-127
15
$759K 1.05%
33,591
-1,082
16
$732K 1.02%
11,516
+104
17
$731K 1.02%
40,581
+6,098
18
$712K 0.99%
43,557
-800
19
$708K 0.98%
13,069
20
$659K 0.92%
21,274
21
$623K 0.87%
4,659
+8
22
$610K 0.85%
27,706
+3,336
23
$605K 0.84%
3,241
+29
24
$593K 0.82%
8,129
25
$590K 0.82%
10,972
+1,724
1
2 3 4 5