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
$86M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$324K
2
+$254K
3
+$240K
4
NVDA icon
NVIDIA
NVDA
+$223K
5
ROK icon
Rockwell Automation
ROK
+$203K

Top Sells

1
+$448K
2
+$295K
3
+$227K
4
ETN icon
Eaton
ETN
+$222K
5
CMCSA icon
Comcast
CMCSA
+$222K

Sector Composition

1 Financials 15.41%
2 Technology 5.45%
3 Healthcare 4.85%
4 Consumer Discretionary 4.09%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.58M 11.15%
387,788
-55
2
$7.3M 8.5%
38,056
+356
3
$7.17M 8.34%
133,717
-962
4
$6.38M 7.43%
164,600
+2,621
5
$6.05M 7.04%
53,734
+60
6
$4.66M 5.42%
15,036
+107
7
$3.44M 4%
23,998
-38
8
$2.96M 3.45%
37,602
-3,743
9
$1.49M 1.73%
24,420
+405
10
$1.33M 1.55%
33,572
+1,759
11
$1.22M 1.42%
6,015
+264
12
$1.2M 1.39%
8,000
13
$1.11M 1.29%
12,176
+660
14
$984K 1.14%
34,704
-4,031
15
$883K 1.03%
9,681
-390
16
$827K 0.96%
3,301
+60
17
$824K 0.96%
32,818
-773
18
$766K 0.89%
36,170
-4,411
19
$762K 0.89%
43,557
20
$715K 0.83%
5,180
+40
21
$678K 0.79%
13,069
22
$677K 0.79%
4,684
+25
23
$660K 0.77%
21,274
24
$570K 0.66%
8,129
25
$564K 0.66%
7,980
+560
1
2 3 4 5