WB

West Bancorporation Portfolio holdings

AUM $191M
1-Year Est. Return 15.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$625K
3
+$585K
4
CASY icon
Casey's General Stores
CASY
+$278K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$248K

Top Sells

1
+$1.75M
2
+$1.2M
3
+$1.01M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$773K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$533K

Sector Composition

1 Financials 11.45%
2 Technology 7.3%
3 Consumer Staples 2.76%
4 Consumer Discretionary 1.92%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 8.54%
31,855
-2,390
2
$12.4M 7.81%
63,614
-999
3
$9.03M 5.7%
98,183
-8,407
4
$8.89M 5.61%
15,647
-593
5
$8.73M 5.52%
65,490
+4,392
6
$8.4M 5.3%
427,722
-2,835
7
$8.38M 5.29%
13,492
-858
8
$6.95M 4.39%
11,246
-676
9
$5.53M 3.49%
+68,988
10
$5.5M 3.47%
23,198
-875
11
$5.15M 3.25%
93,091
12
$4.46M 2.81%
10,164
-225
13
$4.26M 2.69%
74,723
-1,700
14
$4.07M 2.57%
8,174
-145
15
$3.1M 1.96%
14,350
-1,143
16
$3M 1.89%
14,617
-239
17
$2.73M 1.73%
9,761
-70
18
$2.44M 1.54%
13,783
+751
19
$2.4M 1.51%
11,712
-37
20
$1.56M 0.98%
5,375
-25
21
$1.42M 0.9%
53,554
22
$1.4M 0.88%
16,767
-95
23
$1.33M 0.84%
1,348
-3
24
$1.32M 0.83%
19,632
-248
25
$1.27M 0.8%
13,820
1
2 3 4