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WEST BANCORPORATION INC
3330 WESTOWN PARKWAY, WEST DES MOINES, IA 50266 • 5152222309
Market Value
$153M
+7.3%
Holdings
99
+1
New Purchases
7
Added To
8
Closed
3
Reduced
53
Top 10 Concentration
57.0%
Turnover
10.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VYMI | 3.61% | 0.00% | +3.61% | $6M |
| MSFT | 2.65% | 2.19% | +0.47% | $4M |
| META | 0.41% | 0.00% | +0.41% | $625K |
| VUG | 2.91% | 2.70% | +0.21% | $4M |
| CASY | 0.18% | 0.00% | +0.18% | $278K |
| VYM | 5.70% | 5.52% | +0.18% | $9M |
| IWF | 8.83% | 8.67% | +0.17% | $14M |
| IDV | 0.16% | 0.00% | +0.16% | $248K |
| P | 0.16% | 0.00% | +0.16% | $248K |
| LRCX | 0.16% | 0.00% | +0.16% | $246K |
| GNRC | 0.14% | 0.00% | +0.14% | $209K |
| NVDA | 0.78% | 0.65% | +0.13% | $1M |
| JPM | 1.02% | 0.93% | +0.09% | $2M |
| APH | 0.24% | 0.18% | +0.07% | $373K |
| RSP | 0.38% | 0.32% | +0.07% | $582K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| COWZ | 0.19% | 1.43% | -1.23% | $295K |
| CALF | 0.50% | 1.30% | -0.80% | $766K |
| WTBA | 5.48% | 6.02% | -0.53% | $8M |
| IWR | 5.90% | 6.35% | -0.46% | $9M |
| IWD | 8.07% | 8.52% | -0.45% | $12M |
| AAPL | 1.96% | 2.31% | -0.35% | $3M |
| UNH | 0.00% | 0.28% | -0.28% | $0 |
| DD | 0.00% | 0.22% | -0.22% | $0 |
| FI | 0.00% | 0.18% | -0.18% | $0 |
| IVV | 5.47% | 5.65% | -0.18% | $8M |
| ABBV | 0.64% | 0.80% | -0.16% | $982K |
| VB | 3.59% | 3.74% | -0.15% | $5M |
| IWM | 2.02% | 2.17% | -0.14% | $3M |
| SPY | 4.54% | 4.67% | -0.14% | $7M |
| SCHD | 0.93% | 1.05% | -0.12% | $1M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 84.1% |
| Technology | 6.0% |
| Consumer Defensive | 2.3% |
| Communication Services | 1.9% |
| Healthcare | 1.8% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 33 | $61M | 39.7% |
| Large Cap | 59 | $81M | 53.1% |
| Mid Cap | 5 | $2M | 1.5% |
| Small Cap | 2 | $9M | 5.6% |
Portfolio Analytics
Avg Market Cap
$413.8B
Median Market Cap
$105.3B
Avg P/E
32.6
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
62
# ETFs / Funds
37
Top Holdings (99 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | 8.83% | 31,855 | $14M | $424.58 | $1M | -2,390 | -7.0% | |
| 2 | IWD | 8.07% | 63,614 | $12M | $194.23 | $198K | -999 | -1.6% | |
| 3 | IWR | 5.90% | 98,183 | $9M | $91.97 | -$38K | -8,407 | -7.9% | |
| 4 | VOO | 5.80% | 15,647 | $9M | $568.03 | $542K | -593 | -3.6% | |
| 5 | VYM | 5.70% | 65,490 | $9M | $133.31 | $851K | +4,392 | +7.2% | |
| 6 | WTBA | 5.48% | 427,722 | $8M | $19.63 | -$189K | -2,835 | -0.7% | |
| 7 | IVV | 5.47% | 13,492 | $8M | $620.90 | $314K | -858 | -6.0% | |
| 8 | SPY | 4.54% | 11,246 | $7M | $617.85 | $279K | -676 | -5.7% | |
| 9 | VYMI | 3.61% | 68,988 | $6M | $80.11 | — | +68,988 | — | NEW |
| 10 | VB | 3.59% | 23,198 | $5M | $236.98 | $159K | -875 | -3.6% | |
| 11 | VUG | 2.91% | 10,164 | $4M | $438.40 | $603K | -225 | -2.2% | |
| 12 | VEA | 2.78% | 74,723 | $4M | $57.01 | $375K | -1,700 | -2.2% | |
| 13 | MSFT | 2.65% | 8,174 | $4M | $497.41 | $943K | -145 | -1.7% | |
| 14 | IWM | 2.02% | 14,350 | $3M | $215.79 | $6K | -1,143 | -7.4% | |
| 15 | AAPL | 1.96% | 14,617 | $3M | $205.17 | -$301K | -239 | -1.6% | |
| 16 | VO | 1.78% | 9,761 | $3M | $279.83 | $189K | -70 | -0.7% | |
| 17 | VTV | 1.59% | 13,783 | $2M | $176.74 | $185K | +751 | +5.8% | |
| 18 | VIG | 1.57% | 11,712 | $2M | $204.67 | $118K | -37 | -0.3% | |
| 19 | JPM | 1.02% | 5,375 | $2M | $289.91 | $234K | -25 | -0.5% | |
| 20 | SCHD | 0.93% | 53,554 | $1M | $26.50 | -$78K | — | — | |
| 21 | IEFA | 0.91% | 16,767 | $1M | $83.48 | $124K | -95 | -0.6% | |
| 22 | COST | 0.87% | 1,348 | $1M | $989.94 | $57K | -3 | -0.2% | |
| 23 | VEU | 0.86% | 19,632 | $1M | $67.22 | $114K | -248 | -1.2% | |
| 24 | SO | 0.83% | 13,820 | $1M | $91.83 | -$2K | — | — | |
| 25 | NVDA | 0.78% | 7,605 | $1M | $157.99 | $274K | -950 | -11.1% | |
| 26 | GOOG | 0.69% | 5,995 | $1M | $177.39 | $120K | -47 | -0.8% | |
| 27 | AMZN | 0.65% | 4,517 | $991K | $219.39 | $121K | -57 | -1.2% | |
| 28 | ABBV | 0.64% | 5,292 | $982K | $185.62 | -$164K | -179 | -3.3% | |
| 29 | MCD | 0.58% | 3,054 | $892K | $292.17 | -$62K | — | — | |
| 30 | PFG | 0.55% | 10,610 | $843K | $79.43 | -$52K | — | — | |
| 31 | CALF | 0.50% | 19,230 | $766K | $39.81 | -$1M | -30,200 | -61.1% | |
| 32 | WFC | 0.49% | 9,450 | $757K | $80.12 | $79K | — | — | |
| 33 | WMT | 0.48% | 7,440 | $727K | $97.78 | $74K | — | — | |
| 34 | IBM | 0.46% | 2,365 | $697K | $294.78 | $109K | — | — | |
| 35 | HON | 0.45% | 2,984 | $695K | $232.88 | $63K | — | — | |
| 36 | JEPI | 0.44% | 11,775 | $669K | $56.85 | -$101K | -1,710 | -12.7% | |
| 37 | VOOV | 0.43% | 3,450 | $651K | $188.71 | $16K | — | — | |
| 38 | ABT | 0.42% | 4,689 | $638K | $136.01 | -$9K | -186 | -3.8% | |
| 39 | META | 0.41% | 847 | $625K | $738.09 | — | +847 | — | NEW |
| 40 | BRK-B | 0.40% | 1,259 | $612K | $485.77 | -$14K | +85 | +7.2% | |
| 41 | PEP | 0.39% | 4,565 | $603K | $132.04 | -$133K | -342 | -7.0% | |
| 42 | CSCO | 0.38% | 8,410 | $583K | $69.38 | $41K | -388 | -4.4% | |
| 43 | RSP | 0.38% | 3,203 | $582K | $181.74 | $133K | +608 | +23.4% | |
| 44 | QQQ | 0.38% | 1,050 | $579K | $551.64 | $5K | -175 | -14.3% | |
| 45 | ITOT | 0.37% | 4,178 | $564K | $135.04 | $27K | -225 | -5.1% | |
| 46 | LLY | 0.36% | 701 | $546K | $779.53 | $80K | +136 | +24.1% | |
| 47 | EFA | 0.35% | 6,023 | $538K | $89.39 | $46K | — | — | |
| 48 | PFE | 0.34% | 21,350 | $518K | $24.24 | -$52K | -1,113 | -5.0% | |
| 49 | FAST | 0.29% | 10,670 | $448K | $42.00 | $31K | +5,291 | +98.4% | |
| 50 | GSLC | 0.29% | 3,646 | $443K | $121.38 | $41K | — | — | |
| 51 | SPOT | 0.29% | 572 | $439K | $767.34 | $80K | -81 | -12.4% | |
| 52 | ROST | 0.29% | 3,439 | $439K | $127.58 | -$722 | — | — | |
| 53 | SDY | 0.27% | 3,091 | $420K | $135.73 | -$105K | -777 | -20.1% | |
| 54 | APH | 0.24% | 3,777 | $373K | $98.75 | $121K | -58 | -1.5% | |
| 55 | DON | 0.24% | 7,281 | $365K | $50.12 | -$20K | -500 | -6.4% | |
| 56 | ADM | 0.24% | 6,859 | $362K | $52.78 | $33K | — | — | |
| 57 | MA | 0.24% | 642 | $361K | $561.94 | $4K | -9 | -1.4% | |
| 58 | T | 0.23% | 11,919 | $345K | $28.94 | $8K | — | — | |
| 59 | CTVA | 0.21% | 4,330 | $323K | $74.53 | $50K | — | — | |
| 60 | MO | 0.21% | 5,499 | $322K | $58.63 | -$54K | -780 | -12.4% | |
| 61 | NOW | 0.21% | 310 | $319K | $1,028.08 | $111K | +49 | +18.8% | |
| 62 | PG | 0.21% | 1,999 | $318K | $159.32 | -$22K | — | — | |
| 63 | BSX | 0.20% | 2,870 | $308K | $107.41 | $15K | -35 | -1.2% | |
| 64 | CVX | 0.20% | 2,103 | $301K | $143.19 | -$51K | — | — | |
| 65 | CDNS | 0.20% | 976 | $301K | $308.15 | $49K | -13 | -1.3% | |
| 66 | COWZ | 0.19% | 5,355 | $295K | $55.10 | -$2M | -31,800 | -85.6% | |
| 67 | AEP | 0.19% | 2,821 | $293K | $103.76 | -$20K | -40 | -1.4% | |
| 68 | INTU | 0.19% | 371 | $292K | $787.63 | $62K | -4 | -1.1% | |
| 69 | GLD | 0.19% | 934 | $285K | $304.83 | $16K | — | — | |
| 70 | CASY | 0.18% | 545 | $278K | $510.27 | — | +545 | — | NEW |
| 71 | EOG | 0.18% | 2,252 | $269K | $119.61 | -$22K | -22 | -1.0% | |
| 72 | PM | 0.17% | 1,445 | $263K | $182.13 | $34K | — | — | |
| 73 | XLK | 0.17% | 1,028 | $260K | $253.23 | $48K | — | — | |
| 74 | PEG | 0.17% | 3,039 | $256K | $84.18 | $6K | — | — | |
| 75 | XOM | 0.17% | 2,373 | $256K | $107.80 | $33K | +499 | +26.6% | |
| 76 | IJR | 0.17% | 2,336 | $255K | $109.29 | $11K | — | — | |
| 77 | IJK | 0.17% | 2,801 | $255K | $90.98 | $22K | — | — | |
| 78 | LHX | 0.16% | 990 | $248K | $250.84 | $38K | -13 | -1.3% | |
| 79 | FFA | 0.16% | 12,096 | $248K | $20.48 | -$62K | -3,910 | -24.4% | |
| 80 | IDV | 0.16% | 7,174 | $248K | $34.51 | — | +7,174 | — | NEW |
| 81 | P | 0.16% | 4,299 | $248K | $57.58 | — | +4,299 | — | NEW |
| 82 | IAU | 0.16% | 3,961 | $247K | $62.36 | $13K | — | — | |
| 83 | VCR | 0.16% | 680 | $246K | $362.32 | $25K | — | — | |
| 84 | SPGI | 0.16% | 466 | $246K | $527.29 | $6K | -6 | -1.3% | |
| 85 | LRCX | 0.16% | 2,524 | $246K | $97.34 | — | +2,524 | — | NEW |
| 86 | VICI | 0.16% | 7,454 | $243K | $32.60 | -$3K | -84 | -1.1% | |
| 87 | MDLZ | 0.15% | 3,355 | $226K | $67.44 | -$1K | — | — | |
| 88 | HPQ | 0.15% | 9,121 | $223K | $24.46 | -$29K | — | — | |
| 89 | TSCO | 0.14% | 4,173 | $220K | $52.77 | -$13K | -57 | -1.4% | |
| 90 | CMG | 0.14% | 3,914 | $220K | $56.15 | $11K | -240 | -5.8% | |
| 91 | UNP | 0.14% | 954 | $219K | $230.08 | -$12K | -26 | -2.6% | |
| 92 | ECL | 0.14% | 789 | $213K | $269.44 | $10K | -12 | -1.5% | |
| 93 | GNRC | 0.14% | 1,458 | $209K | $143.21 | — | +1,458 | — | NEW |
| 94 | BUD | 0.14% | 3,025 | $208K | $68.72 | -$25K | -755 | -20.0% | |
| 95 | V | 0.14% | 585 | $208K | $355.05 | $3K | — | — | |
| 96 | SHW | 0.13% | 586 | $201K | $343.36 | -$6K | -7 | -1.2% | |
| 97 | DD | —% | — | — | — | -$317K | -4,250 | -100.0% | SOLD |
| 98 | FI | —% | — | — | — | -$258K | -1,170 | -100.0% | SOLD |
| 99 | UNH | —% | — | — | — | -$400K | -763 | -100.0% | SOLD |