Bank
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WEST BANCORPORATION INC
3330 WESTOWN PARKWAY, WEST DES MOINES, IA 50266 • 5152222309
Market Value
$180M
+13.9%
Holdings
115
+16
New Purchases
19
Added To
39
Closed
6
Reduced
37
Top 10 Concentration
52.4%
Turnover
21.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VYMI | 4.37% | 3.51% | +0.87% | $8M |
| QQQ | 1.14% | 0.37% | +0.77% | $2M |
| AAPL | 2.43% | 1.90% | +0.52% | $4M |
| RPG | 0.49% | 0.00% | +0.49% | $873K |
| ADX | 0.45% | 0.00% | +0.45% | $805K |
| META | 0.79% | 0.40% | +0.39% | $1M |
| VOT | 0.39% | 0.00% | +0.39% | $695K |
| PRF | 0.35% | 0.00% | +0.35% | $637K |
| SPY | 4.70% | 4.41% | +0.29% | $8M |
| VEU | 1.10% | 0.84% | +0.26% | $2M |
| GOOGL | 0.26% | 0.00% | +0.26% | $465K |
| GOOG | 0.90% | 0.67% | +0.23% | $2M |
| VBK | 0.22% | 0.00% | +0.22% | $395K |
| VOE | 0.21% | 0.00% | +0.21% | $372K |
| NUSC | 0.20% | 0.00% | +0.20% | $352K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IWR | 4.71% | 5.73% | -1.02% | $8M |
| IWD | 7.11% | 7.84% | -0.73% | $13M |
| IWF | 7.88% | 8.58% | -0.70% | $14M |
| WTBA | 4.80% | 5.33% | -0.52% | $9M |
| SO | 0.44% | 0.81% | -0.37% | $785K |
| IVV | 4.98% | 5.32% | -0.34% | $9M |
| IWM | 1.65% | 1.96% | -0.31% | $3M |
| BAM | 2.95% | 3.27% | -0.31% | $5M |
| VYM | 5.23% | 5.54% | -0.30% | $9M |
| VB | 3.21% | 3.49% | -0.28% | $6M |
| VEA | 2.44% | 2.70% | -0.27% | $4M |
| VOO | 5.40% | 5.64% | -0.23% | $10M |
| IBM | 0.25% | 0.44% | -0.20% | $442K |
| BSX | 0.00% | 0.20% | -0.20% | $0 |
| COST | 0.69% | 0.85% | -0.16% | $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 | 34 | $72M | 40.0% |
| Large Cap | 65 | $93M | 51.6% |
| Mid Cap | 12 | $6M | 3.2% |
| Small Cap | 4 | $9M | 5.3% |
Portfolio Analytics
Avg Market Cap
$414.9B
Median Market Cap
$95.1B
Avg P/E
28.8
Median P/E
22.3
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
67
# ETFs / Funds
48
Top Holdings (115 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | 7.88% | 30,206 | $14M | $468.41 | $624K | -1,649 | -5.2% | |
| 2 | IWD | 7.11% | 62,684 | $13M | $203.59 | $406K | -930 | -1.5% | |
| 3 | VOO | 5.40% | 15,846 | $10M | $612.38 | $816K | +199 | +1.3% | |
| 4 | VYM | 5.23% | 66,679 | $9M | $140.95 | $668K | +1,189 | +1.8% | |
| 5 | IVV | 4.98% | 13,354 | $9M | $669.30 | $561K | -138 | -1.0% | |
| 6 | WTBA | 4.80% | 424,437 | $9M | $20.32 | $228K | -3,285 | -0.8% | |
| 7 | IWR | 4.71% | 87,575 | $8M | $96.55 | -$575K | -10,608 | -10.8% | |
| 8 | SPY | 4.70% | 12,676 | $8M | $666.18 | $1M | +1,430 | +12.7% | |
| 9 | VYMI | 4.37% | 92,726 | $8M | $84.68 | $2M | +23,738 | +34.4% | |
| 10 | VB | 3.21% | 22,646 | $6M | $254.28 | $261K | -552 | -2.4% | |
| 11 | BAM | 2.95% | 93,091 | $5M | $56.94 | $155K | — | — | |
| 12 | VUG | 2.77% | 10,374 | $5M | $479.61 | $520K | +210 | +2.1% | |
| 13 | MSFT | 2.66% | 9,218 | $5M | $517.95 | $709K | +1,044 | +12.8% | |
| 14 | VEA | 2.44% | 72,965 | $4M | $59.92 | $112K | -1,758 | -2.4% | |
| 15 | AAPL | 2.43% | 17,119 | $4M | $254.63 | $1M | +2,502 | +17.1% | |
| 16 | IWM | 1.65% | 12,247 | $3M | $241.96 | -$133K | -2,103 | -14.7% | |
| 17 | VO | 1.65% | 10,074 | $3M | $293.74 | $228K | +313 | +3.2% | |
| 18 | VTV | 1.50% | 14,459 | $3M | $186.49 | $260K | +676 | +4.9% | |
| 19 | VIG | 1.37% | 11,428 | $2M | $215.79 | $69K | -284 | -2.4% | |
| 20 | JPM | 1.18% | 6,722 | $2M | $315.43 | $562K | +1,347 | +25.1% | |
| 21 | QQQ | 1.14% | 3,403 | $2M | $600.37 | $1M | +2,353 | +224.1% | |
| 22 | VEU | 1.10% | 27,674 | $2M | $71.37 | $655K | +8,042 | +41.0% | |
| 23 | NVDA | 0.91% | 8,759 | $2M | $186.58 | $433K | +1,154 | +15.2% | |
| 24 | GOOG | 0.90% | 6,658 | $2M | $243.55 | $558K | +663 | +11.1% | |
| 25 | IEFA | 0.83% | 17,140 | $1M | $87.31 | $97K | +373 | +2.2% | |
| 26 | SCHD | 0.79% | 51,991 | $1M | $27.30 | $173 | -1,563 | -2.9% | |
| 27 | META | 0.79% | 1,923 | $1M | $734.38 | $787K | +1,076 | +127.0% | |
| 28 | AMZN | 0.71% | 5,765 | $1M | $219.57 | $275K | +1,248 | +27.6% | |
| 29 | ABBV | 0.70% | 5,450 | $1M | $231.54 | $280K | +158 | +3.0% | |
| 30 | COST | 0.69% | 1,330 | $1M | $925.63 | -$103K | -18 | -1.3% | |
| 31 | MCD | 0.57% | 3,362 | $1M | $303.89 | $129K | +308 | +10.1% | |
| 32 | PFG | 0.49% | 10,610 | $880K | $82.91 | $37K | — | — | |
| 33 | RPG | 0.49% | 18,300 | $873K | $47.72 | — | +18,300 | — | NEW |
| 34 | BRK-B | 0.47% | 1,678 | $844K | $502.74 | $232K | +419 | +33.3% | |
| 35 | WFC | 0.47% | 10,024 | $840K | $83.82 | $83K | +574 | +6.1% | |
| 36 | CALF | 0.45% | 18,480 | $809K | $43.78 | $43K | -750 | -3.9% | |
| 37 | ADX | 0.45% | 36,090 | $805K | $22.30 | — | +36,090 | — | NEW |
| 38 | SO | 0.44% | 8,285 | $785K | $94.77 | -$484K | -5,535 | -40.0% | |
| 39 | PEP | 0.41% | 5,265 | $739K | $140.44 | $137K | +700 | +15.3% | |
| 40 | JEPI | 0.40% | 12,650 | $722K | $57.10 | $53K | +875 | +7.4% | |
| 41 | CSCO | 0.40% | 10,510 | $719K | $68.42 | $136K | +2,100 | +25.0% | |
| 42 | WMT | 0.39% | 6,777 | $698K | $103.06 | -$29K | -663 | -8.9% | |
| 43 | VOT | 0.39% | 2,367 | $695K | $293.79 | — | +2,367 | — | NEW |
| 44 | VOOV | 0.38% | 3,450 | $688K | $199.47 | $37K | — | — | |
| 45 | ITOT | 0.37% | 4,583 | $668K | $145.65 | $103K | +405 | +9.7% | |
| 46 | PRF | 0.35% | 14,082 | $637K | $45.21 | — | +14,082 | — | NEW |
| 47 | ABT | 0.35% | 4,735 | $634K | $133.94 | -$4K | +46 | +1.0% | |
| 48 | RSP | 0.33% | 3,083 | $585K | $189.70 | $3K | -120 | -3.8% | |
| 49 | LLY | 0.31% | 738 | $563K | $763.00 | $17K | +37 | +5.3% | |
| 50 | PFE | 0.30% | 21,350 | $544K | $25.48 | $26K | — | — | |
| 51 | EFA | 0.30% | 5,684 | $531K | $93.37 | -$8K | -339 | -5.6% | |
| 52 | ROST | 0.29% | 3,439 | $524K | $152.39 | $85K | — | — | |
| 53 | PG | 0.29% | 3,410 | $524K | $153.65 | $205K | +1,411 | +70.6% | |
| 54 | FAST | 0.28% | 10,288 | $505K | $49.04 | $56K | -382 | -3.6% | |
| 55 | GSLC | 0.28% | 3,859 | $503K | $130.28 | $60K | +213 | +5.8% | |
| 56 | GOOGL | 0.26% | 1,912 | $465K | $243.10 | — | +1,912 | — | NEW |
| 57 | IBM | 0.25% | 1,565 | $442K | $282.16 | -$256K | -800 | -33.8% | |
| 58 | APH | 0.24% | 3,515 | $435K | $123.75 | $62K | -262 | -6.9% | |
| 59 | MO | 0.24% | 6,516 | $430K | $66.06 | $108K | +1,017 | +18.5% | |
| 60 | SDY | 0.23% | 2,935 | $411K | $140.05 | -$8K | -156 | -5.0% | |
| 61 | SPOT | 0.23% | 586 | $409K | $698.00 | -$30K | +14 | +2.5% | |
| 62 | VBK | 0.22% | 1,328 | $395K | $297.62 | — | +1,328 | — | NEW |
| 63 | VOE | 0.21% | 2,130 | $372K | $174.58 | — | +2,130 | — | NEW |
| 64 | DON | 0.20% | 7,031 | $368K | $52.30 | $3K | -250 | -3.4% | |
| 65 | MA | 0.20% | 639 | $363K | $568.81 | $3K | -3 | -0.5% | |
| 66 | P | 0.20% | 4,299 | $360K | $83.81 | $113K | — | — | |
| 67 | NUSC | 0.20% | 7,986 | $352K | $44.10 | — | +7,986 | — | NEW |
| 68 | CVX | 0.19% | 2,226 | $346K | $155.29 | $45K | +123 | +5.8% | |
| 69 | IJR | 0.19% | 2,839 | $337K | $118.83 | $82K | +503 | +21.5% | |
| 70 | GLD | 0.18% | 934 | $332K | $355.47 | $47K | — | — | |
| 71 | UBER | 0.18% | 3,352 | $328K | $97.97 | — | +3,352 | — | NEW |
| 72 | XLK | 0.18% | 1,145 | $323K | $281.86 | $62K | +117 | +11.4% | |
| 73 | JNJ | 0.18% | 1,730 | $321K | $185.42 | — | +1,730 | — | NEW |
| 74 | LRCX | 0.17% | 2,339 | $313K | $133.90 | $68K | -185 | -7.3% | |
| 75 | COWZ | 0.17% | 5,355 | $308K | $57.47 | $13K | — | — | |
| 76 | AEP | 0.17% | 2,649 | $298K | $112.50 | $5K | -172 | -6.1% | |
| 77 | NOW | 0.16% | 320 | $294K | $920.28 | -$24K | +10 | +3.2% | |
| 78 | CTVA | 0.16% | 4,330 | $293K | $67.63 | -$30K | — | — | |
| 79 | V | 0.16% | 855 | $292K | $341.38 | $84K | +270 | +46.1% | |
| 80 | CHE | 0.16% | 650 | $291K | $447.74 | — | +650 | — | NEW |
| 81 | IAU | 0.16% | 3,961 | $288K | $72.77 | $41K | — | — | |
| 82 | XONA.DE | 0.16% | 2,515 | $284K | $112.75 | $28K | +142 | +6.0% | |
| 83 | LHX | 0.16% | 923 | $282K | $305.41 | $34K | -67 | -6.8% | |
| 84 | VCR | 0.15% | 680 | $269K | $396.15 | $23K | — | — | |
| 85 | FDS | 0.15% | 932 | $267K | $286.49 | — | +932 | — | NEW |
| 86 | EOG | 0.15% | 2,368 | $266K | $112.12 | -$4K | +116 | +5.2% | |
| 87 | PM | 0.15% | 1,617 | $262K | $162.20 | -$901 | +172 | +11.9% | |
| 88 | FFA | 0.14% | 12,096 | $260K | $21.52 | $13K | — | — | |
| 89 | IDV | 0.14% | 7,039 | $257K | $36.55 | $10K | -135 | -1.9% | |
| 90 | CDNS | 0.14% | 726 | $255K | $351.26 | -$46K | -250 | -25.6% | |
| 91 | IJK | 0.14% | 2,656 | $255K | $95.89 | -$151 | -145 | -5.2% | |
| 92 | PEG | 0.14% | 3,039 | $254K | $83.46 | -$2K | — | — | |
| 93 | SNPE | 0.13% | 4,035 | $242K | $60.03 | — | +4,035 | — | NEW |
| 94 | T | 0.13% | 8,398 | $237K | $28.24 | -$108K | -3,521 | -29.5% | |
| 95 | INTU | 0.13% | 345 | $236K | $682.91 | -$57K | -26 | -7.0% | |
| 96 | HPQ | 0.13% | 8,598 | $234K | $27.23 | $11K | -523 | -5.7% | |
| 97 | VICI | 0.13% | 6,888 | $225K | $32.61 | -$18K | -566 | -7.6% | |
| 98 | CASY | 0.12% | 396 | $224K | $565.32 | -$54K | -149 | -27.3% | |
| 99 | TSCO | 0.12% | 3,889 | $221K | $56.87 | $958 | -284 | -6.8% | |
| 100 | GNRC | 0.12% | 1,320 | $221K | $167.40 | $12K | -138 | -9.5% |