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
$152M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$698K
3
+$661K
4
VB icon
Vanguard Small-Cap ETF
VB
+$576K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$307K

Top Sells

1
+$417K
2
+$395K
3
+$393K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$368K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$306K

Sector Composition

1 Financials 11.99%
2 Technology 7.49%
3 Consumer Staples 2.57%
4 Consumer Discretionary 2.11%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 8.95%
33,919
-1,038
2
$10.7M 7.03%
57,768
+622
3
$9.38M 6.16%
433,392
-6,955
4
$8.93M 5.86%
100,974
-4,166
5
$8.78M 5.77%
16,293
+2,580
6
$8.29M 5.45%
14,082
-376
7
$6.99M 4.59%
11,922
8
$5.9M 3.88%
46,226
+5,179
9
$5.63M 3.7%
127,886
-8,969
10
$5.04M 3.31%
93,091
11
$4.37M 2.87%
77,331
-4,857
12
$4.2M 2.76%
10,241
+1,701
13
$3.75M 2.46%
15,603
+2,397
14
$3.74M 2.46%
14,927
-124
15
$3.53M 2.32%
8,382
-382
16
$3.22M 2.11%
14,562
-683
17
$2.82M 1.85%
58,972
-5,339
18
$2.28M 1.5%
13,479
-653
19
$2.21M 1.45%
11,260
+1,247
20
$2.13M 1.4%
8,075
+1,161
21
$1.62M 1.06%
59,238
-1,221
22
$1.32M 0.87%
9,857
-76
23
$1.28M 0.84%
18,257
-132
24
$1.27M 0.84%
5,303
-64
25
$1.25M 0.82%
1,361
-84
1
2 3 4 5