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
$141M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$658K
3
+$451K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$442K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$398K

Top Sells

1
+$1.05M
2
+$587K
3
+$583K
4
VZ icon
Verizon
VZ
+$548K
5
AEL
American Equity Investment Life Holding Company
AEL
+$536K

Sector Composition

1 Financials 21.67%
2 Technology 6.82%
3 Consumer Discretionary 3.71%
4 Healthcare 2.78%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 13.87%
365,341
-10,000
2
$9.13M 6.46%
60,155
-3,313
3
$8.88M 6.28%
33,389
+3,315
4
$8.37M 5.92%
120,849
+6,389
5
$6.94M 4.91%
425,762
-3,135
6
$5.36M 3.8%
12,549
7
$5.05M 3.57%
48,844
-4,885
8
$4.57M 3.23%
10,641
-13
9
$4.04M 2.86%
92,494
+10,320
10
$3.62M 2.56%
9,211
+1,014
11
$3.57M 2.52%
11,291
+160
12
$3.36M 2.38%
19,032
-519
13
$3.13M 2.21%
76,344
-2,920
14
$2.92M 2.07%
17,077
+365
15
$2.9M 2.05%
21,047
-1,984
16
$2.9M 2.05%
15,339
+557
17
$2.17M 1.54%
8,000
18
$2.17M 1.53%
91,902
-2,673
19
$1.9M 1.35%
67,512
-2,133
20
$1.76M 1.25%
6,470
+1,042
21
$1.67M 1.18%
10,733
-148
22
$1.56M 1.1%
8,418
+668
23
$1.53M 1.08%
14,686
-10,074
24
$1.52M 1.08%
11,223
-4,304
25
$1.46M 1.03%
7,005
+215
1
2 3 4 5