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
$85.3M
AUM Growth
-$625K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$354K
2 +$289K
3 +$197K
4
XLNX
Xilinx Inc
XLNX
+$191K
5
APD icon
Air Products & Chemicals
APD
+$132K

Top Sells

1 +$3.86M
2 +$592K
3 +$350K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$289K
5
HON icon
Honeywell
HON
+$272K

Sector Composition

1 Financials 9.57%
2 Technology 6.34%
3 Healthcare 5.41%
4 Consumer Discretionary 4.94%
5 Consumer Staples 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$8.16M 9.56%
37,629
-427
2
$7.74M 9.07%
134,821
+1,104
3
$6.38M 7.48%
156,049
-8,551
4
$6.12M 7.17%
51,826
-1,908
5
$5.03M 5.89%
14,969
-67
6
$4.67M 5.47%
212,238
-175,550
7
$3.61M 4.23%
24,102
+104
8
$2.45M 2.87%
30,285
-7,317
9
$1.47M 1.72%
23,039
-1,381
10
$1.44M 1.68%
12,411
+235
11
$1.42M 1.67%
8,000
12
$1.41M 1.65%
32,647
-925
13
$1.27M 1.48%
6,018
+3
14
$951K 1.11%
32,901
-1,803
15
$935K 1.1%
3,367
+66
16
$831K 0.97%
5,280
+100
17
$826K 0.97%
8,936
-745
18
$802K 0.94%
32,185
-633
19
$752K 0.88%
35,663
-507
20
$741K 0.87%
21,274
21
$709K 0.83%
13,069
22
$695K 0.81%
43,887
+330
23
$610K 0.71%
8,129
24
$583K 0.68%
7,367
-105
25
$580K 0.68%
4,508
+81