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
$147M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.88M
3
+$1.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$887K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$478K

Top Sells

1
+$2.94M
2
+$2.2M
3
+$289K
4
DIS icon
Walt Disney
DIS
+$283K
5
PSTG icon
Pure Storage
PSTG
+$264K

Sector Composition

1 Financials 11.83%
2 Technology 6.75%
3 Consumer Staples 2.99%
4 Healthcare 2.39%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 8.4%
34,245
+326
2
$12.2M 8.26%
64,613
+6,845
3
$9.07M 6.16%
106,590
+5,616
4
$8.59M 5.83%
430,557
-2,835
5
$8.35M 5.67%
16,240
-53
6
$8.06M 5.48%
14,350
+268
7
$7.88M 5.35%
61,098
+14,872
8
$6.67M 4.53%
11,922
9
$5.34M 3.63%
24,073
+8,470
10
$4.51M 3.06%
93,091
11
$3.88M 2.64%
76,423
+17,451
12
$3.85M 2.62%
10,389
+148
13
$3.3M 2.24%
14,856
-71
14
$3.12M 2.12%
8,319
-63
15
$3.09M 2.1%
15,493
+931
16
$2.54M 1.73%
9,831
+1,756
17
$2.28M 1.55%
11,749
+489
18
$2.25M 1.53%
13,032
-447
19
$2.03M 1.38%
37,155
-40,176
20
$1.85M 1.26%
49,430
-78,456
21
$1.5M 1.02%
53,554
-5,684
22
$1.32M 0.9%
5,400
+97
23
$1.28M 0.87%
1,351
-10
24
$1.28M 0.87%
16,862
-1,395
25
$1.27M 0.86%
13,820
1
2 3 4