WB
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WEST BANCORPORATION INC13F | |
WEST BANCORPORATION INC | |
Last update 2024-07-26 | 93 Stocks (5 new) |
Value $135.00 Mil | Turnover 10 % |
Portfolio Report |
WEST BANCORPORATION INC Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IWF | iShares Russell 1000 Growth ETF | 34,455 | 12559.190 | -1.34% | 9.290 | -0.10% | - | +7.60% | +25.59% | 100152.175 | ||
IWD | iShares Russell 1000 Value ETF | 56,372 | 9835.220 | -0.53% | 7.280 | -0.04% | - | +6.55% | +15.30% | 60667.545 | ||
IWR | iShares Russell Mid-Cap ETF | 109,109 | 8846.560 | -5.81% | 6.540 | -0.37% | - | +7.21% | +14.05% | 36788.667 | ||
WTBA | West Bancorp Inc | 441,847 | 7909.060 | -0.23% | 5.850 | -0.01% | 2.630 | -1.26% | +1.73% | 348.100 | Banks | |
IVV | iShares Core S&P 500 ETF | 12,183 | 6666.900 | +11.91% | 4.930 | +0.52% | - | +6.95% | +21.86% | 533929.080 | ||
SPY | S&P 500 ETF TRUST ETF | 11,922 | 6488.190 | -1.90% | 4.800 | -0.08% | - | +7.02% | +21.86% | 596519.959 | ||
CALF | Pacer US Small Cap Cash Cows 100 ETF | 124,828 | 5437.510 | +103.97% | 4.020 | +2.05% | - | -1.62% | -6.20% | 8868.096 | ||
VOO | Vanguard S&P 500 ETF | 10,224 | 5113.330 | +7.72% | 3.780 | +0.27% | - | +7.07% | +21.90% | 484351.896 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 41,840 | 4962.220 | +3.06% | 3.670 | +0.11% | - | +6.46% | +15.99% | 55850.254 | ||
BAM | Brookfield Asset Management Ltd | 117,309 | 4463.610 | New Holding | 3.300 | +3.30% | 0.030 | +28.93% | +34.47% | 22020.410 | Asset Management |
WEST BANCORPORATION INC's Historical Top Holdings Breakdowns
WEST BANCORPORATION INC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AEL | American Equity Investment Life Holding Co | 2024-06-30 | Sold Out | -13.13% | 55.1 ($55.91) 56.51 | $56.47 | 1.00% | Sold Out | 0 | -355,341 | |
BAM | Brookfield Asset Management Ltd | 2024-06-30 | New Buy | +3.30% | 37.29 ($39.31) 41.97 | $52.51 | 33.58% | New holding | 117,309 | 117,309 | |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 2024-06-30 | Add | +2.05% | 43.12 ($46.03) 48.83 | $45.05 | -2.13% | Add 103.97% | 124,828 | 63,628 | |
COWZ | Pacer US Cash Cows 100 ETF | 2024-06-30 | Add | +1.75% | 54.04 ($55.5) 58.09 | $57.36 | 3.35% | Add 137.56% | 75,032 | 43,448 | |
DON | WisdomTree U.S. MidCap Dividend Fund | 2024-06-30 | Sold Out | -1.62% | 45.6 ($47.26) 48.78 | $51.35 | 8.65% | Sold Out | 0 | -50,394 | |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2024-06-30 | Reduce | -0.63% | 30.34 ($31.42) 32.53 | $34.31 | 9.20% | Reduce -70.19% | 12,447 | -29,311 | |
HON | Honeywell International Inc | 2024-06-30 | Reduce | -0.53% | 190.36 ($201.88) 215.89 | $209.10 | 3.58% | Reduce -56.48% | 2,984 | -3,873 | |
IVV | iShares Core S&P 500 ETF | 2024-06-30 | Add | +0.52% | 497.53 ($525.83) 549.64 | $582.03 | 10.69% | Add 11.91% | 12,183 | 1,297 | |
IWN | iShares Russell 2000 Value ETF | 2024-06-30 | Sold Out | -0.39% | 146.03 ($152.94) 158.93 | $165.79 | 8.40% | Sold Out | 0 | -3,776 | |
IWR | iShares Russell Mid-Cap ETF | 2024-06-30 | Reduce | -0.37% | 78.66 ($81.39) 83.59 | $88.65 | 8.92% | Reduce -5.81% | 109,109 | -6,729 |
WEST BANCORPORATION INC Total Holding History ($B)
WEST BANCORPORATION INC's Asset Allocation
WEST BANCORPORATION INC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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WEST BANCORPORATION INC's Hypothetical Growth since 2024-06-30
WEST BANCORPORATION INC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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WEST BANCORPORATION INC's Holdings Heat Map
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WEST BANCORPORATION INC's Holdings Bubble Chart
WEST BANCORPORATION INC News
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