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
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$10.3M
3 +$9.21M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.67%
2 Technology 5.65%
3 Healthcare 4.36%
4 Consumer Discretionary 4.12%
5 Industrials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.2M 17.45%
+570,717
2
$10.3M 8.06%
+33,564
3
$9.21M 7.24%
+110,987
4
$9.18M 7.21%
+54,657
5
$5.88M 4.62%
+12,320
6
$5.1M 4.01%
+22,944
7
$4M 3.14%
+78,386
8
$3.2M 2.51%
+28,524
9
$2.35M 1.84%
+10,390
10
$1.94M 1.52%
+5,754
11
$1.79M 1.4%
+57,549
12
$1.69M 1.33%
+9,508
13
$1.64M 1.29%
+3,956
14
$1.58M 1.24%
+8,000
15
$1.54M 1.21%
+34,832
16
$1.08M 0.85%
+13,790
17
$1M 0.79%
+20,225
18
$994K 0.78%
+30,242
19
$959K 0.75%
+16,246
20
$927K 0.73%
+7,180
21
$914K 0.72%
+31,060
22
$913K 0.72%
+5,314
23
$896K 0.7%
+13,069
24
$891K 0.7%
+6,160
25
$739K 0.58%
+7,779