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
$131M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$745K
3
+$716K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$689K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$595K

Top Sells

1
+$2.06M
2
+$523K
3
+$412K
4
RTX icon
RTX Corp
RTX
+$265K
5
AAPL icon
Apple
AAPL
+$263K

Sector Composition

1 Financials 18.51%
2 Technology 6.61%
3 Consumer Discretionary 3.77%
4 Consumer Staples 3.15%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 10.43%
375,341
-3,506
2
$9.56M 7.28%
62,812
+4,528
3
$8.04M 6.12%
114,959
+1,657
4
$7.23M 5.51%
29,582
+112
5
$7.2M 5.49%
394,215
-651
6
$5.39M 4.1%
51,044
+7,065
7
$4.98M 3.79%
12,153
-227
8
$4.2M 3.2%
10,219
-223
9
$3.58M 2.73%
20,060
-352
10
$3.47M 2.65%
76,880
+17,464
11
$3.37M 2.57%
24,398
+5,185
12
$3.22M 2.46%
78,693
-3,561
13
$3.14M 2.39%
10,878
-1,428
14
$2.97M 2.26%
7,892
-338
15
$2.7M 2.05%
25,404
+5,604
16
$2.67M 2.03%
16,172
-1,594
17
$2.55M 1.94%
13,443
-213
18
$2.34M 1.78%
95,787
+17,868
19
$2.2M 1.67%
16,039
+2,978
20
$2M 1.52%
69,895
-5,254
21
$1.73M 1.32%
8,000
22
$1.71M 1.3%
11,085
+1,411
23
$1.31M 1%
6,857
-632
24
$1.3M 0.99%
6,147
+1,212
25
$1.22M 0.93%
9,845
-117
1
2 3 4