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WEST BANCORPORATION INC
3330 WESTOWN PARKWAY, WEST DES MOINES, IA 50266 • 5152222309
Market Value
$191M
+6.1%
Holdings
111
-4
New Purchases
2
Added To
26
Closed
14
Reduced
38
Top 10 Concentration
53.5%
Turnover
14.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ACWI | 1.19% | 0.00% | +1.19% | $2M |
| QQQ | 1.95% | 1.14% | +0.81% | $4M |
| VUG | 3.49% | 2.77% | +0.72% | $7M |
| VYMI | 5.03% | 4.37% | +0.66% | $10M |
| VYM | 5.58% | 5.23% | +0.35% | $11M |
| VEA | 2.73% | 2.44% | +0.29% | $5M |
| IWD | 7.38% | 7.11% | +0.27% | $14M |
| VO | 1.89% | 1.65% | +0.24% | $4M |
| VOO | 5.57% | 5.40% | +0.17% | $11M |
| VEU | 1.25% | 1.10% | +0.15% | $2M |
| GOOG | 1.05% | 0.90% | +0.15% | $2M |
| MNST | 0.13% | 0.00% | +0.13% | $252K |
| ADX | 0.57% | 0.45% | +0.13% | $1M |
| WTBA | 4.91% | 4.80% | +0.11% | $9M |
| LLY | 0.40% | 0.31% | +0.09% | $767K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CALF | 0.00% | 0.45% | -0.45% | $0 |
| BAM | 2.56% | 2.95% | -0.39% | $5M |
| MSFT | 2.35% | 2.66% | -0.31% | $4M |
| IVV | 4.74% | 4.98% | -0.24% | $9M |
| SPOT | 0.00% | 0.23% | -0.23% | $0 |
| IWF | 7.68% | 7.88% | -0.20% | $15M |
| XLK | 0.00% | 0.18% | -0.18% | $0 |
| COWZ | 0.00% | 0.17% | -0.17% | $0 |
| IWR | 4.54% | 4.71% | -0.17% | $9M |
| SPY | 4.54% | 4.70% | -0.17% | $9M |
| EOG | 0.00% | 0.15% | -0.15% | $0 |
| IWM | 1.51% | 1.65% | -0.14% | $3M |
| META | 0.65% | 0.79% | -0.13% | $1M |
| HPQ | 0.00% | 0.13% | -0.13% | $0 |
| VICI | 0.00% | 0.13% | -0.13% | $0 |
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 | $79M | 41.3% |
| Large Cap | 61 | $96M | 50.6% |
| Mid Cap | 12 | $5M | 2.7% |
| Small Cap | 4 | $10M | 5.3% |
Portfolio Analytics
Avg Market Cap
$425.8B
Median Market Cap
$95.1B
Avg P/E
29.3
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
62
# ETFs / Funds
49
Top Holdings (111 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | 7.68% | 30,920 | $15M | $473.30 | $486K | +714 | +2.4% | |
| 2 | IWD | 7.38% | 66,857 | $14M | $210.34 | $1M | +4,173 | +6.7% | |
| 3 | VYM | 5.58% | 74,140 | $11M | $143.52 | $1M | +7,461 | +11.2% | |
| 4 | VOO | 5.57% | 16,930 | $11M | $627.13 | $914K | +1,084 | +6.8% | |
| 5 | VYMI | 5.03% | 106,549 | $10M | $90.00 | $2M | +13,823 | +14.9% | |
| 6 | WTBA | 4.91% | 421,561 | $9M | $22.19 | $730K | -2,876 | -0.7% | |
| 7 | IVV | 4.74% | 13,185 | $9M | $684.94 | $93K | -169 | -1.3% | |
| 8 | IWR | 4.54% | 89,854 | $9M | $96.27 | $195K | +2,279 | +2.6% | |
| 9 | SPY | 4.54% | 12,676 | $9M | $681.92 | $200K | — | — | |
| 10 | VUG | 3.49% | 13,639 | $7M | $487.86 | $2M | +3,265 | +31.5% | |
| 11 | VB | 3.09% | 22,844 | $6M | $257.95 | $134K | +198 | +0.9% | |
| 12 | VEA | 2.73% | 83,170 | $5M | $62.47 | $824K | +10,205 | +14.0% | |
| 13 | BAM | 2.56% | 93,091 | $5M | $52.39 | -$424K | — | — | |
| 14 | AAPL | 2.42% | 16,948 | $5M | $271.86 | $248K | -171 | -1.0% | |
| 15 | MSFT | 2.35% | 9,248 | $4M | $483.62 | -$302K | +30 | +0.3% | |
| 16 | QQQ | 1.95% | 6,051 | $4M | $614.31 | $2M | +2,648 | +77.8% | |
| 17 | VO | 1.89% | 12,404 | $4M | $290.22 | $641K | +2,330 | +23.1% | |
| 18 | VTV | 1.53% | 15,275 | $3M | $190.99 | $221K | +816 | +5.6% | |
| 19 | IWM | 1.51% | 11,712 | $3M | $246.16 | -$80K | -535 | -4.4% | |
| 20 | VIG | 1.30% | 11,232 | $2M | $219.78 | $3K | -196 | -1.7% | |
| 21 | JPM | 1.27% | 7,501 | $2M | $322.22 | $297K | +779 | +11.6% | |
| 22 | VEU | 1.25% | 32,273 | $2M | $73.56 | $399K | +4,599 | +16.6% | |
| 23 | ACWI | 1.19% | 15,980 | $2M | $141.49 | — | +15,980 | — | NEW |
| 24 | GOOG | 1.05% | 6,369 | $2M | $313.80 | $377K | -289 | -4.3% | |
| 25 | NVDA | 0.82% | 8,362 | $2M | $186.50 | -$75K | -397 | -4.5% | |
| 26 | IEFA | 0.80% | 17,140 | $2M | $89.46 | $37K | — | — | |
| 27 | SCHD | 0.80% | 55,591 | $2M | $27.43 | $106K | +3,600 | +6.9% | |
| 28 | AMZN | 0.71% | 5,864 | $1M | $230.82 | $88K | +99 | +1.7% | |
| 29 | META | 0.65% | 1,883 | $1M | $660.09 | -$169K | -40 | -2.1% | |
| 30 | ABBV | 0.60% | 5,015 | $1M | $228.49 | -$116K | -435 | -8.0% | |
| 31 | COST | 0.59% | 1,311 | $1M | $862.34 | -$101K | -19 | -1.4% | |
| 32 | ADX | 0.57% | 46,890 | $1M | $23.32 | $289K | +10,800 | +29.9% | |
| 33 | MCD | 0.55% | 3,421 | $1M | $305.63 | $24K | +59 | +1.8% | |
| 34 | PFG | 0.49% | 10,610 | $936K | $88.21 | $56K | — | — | |
| 35 | WFC | 0.48% | 9,826 | $916K | $93.20 | $76K | -198 | -2.0% | |
| 36 | WMT | 0.47% | 8,010 | $892K | $111.41 | $194K | +1,233 | +18.2% | |
| 37 | BRK-B | 0.44% | 1,678 | $843K | $502.65 | -$151 | — | — | |
| 38 | RPG | 0.42% | 17,164 | $801K | $46.68 | -$72K | -1,136 | -6.2% | |
| 39 | CSCO | 0.41% | 10,160 | $783K | $77.03 | $64K | -350 | -3.3% | |
| 40 | PEP | 0.40% | 5,359 | $769K | $143.52 | $30K | +94 | +1.8% | |
| 41 | LLY | 0.40% | 714 | $767K | $1,074.68 | $204K | -24 | -3.2% | |
| 42 | SO | 0.38% | 8,285 | $722K | $87.20 | -$63K | — | — | |
| 43 | VOOV | 0.37% | 3,450 | $707K | $204.85 | $19K | — | — | |
| 44 | JEPI | 0.37% | 12,300 | $704K | $57.24 | -$18K | -350 | -2.8% | |
| 45 | ITOT | 0.36% | 4,558 | $678K | $148.69 | $10K | -25 | -0.6% | |
| 46 | VOT | 0.34% | 2,318 | $647K | $279.14 | -$48K | -49 | -2.1% | |
| 47 | ROST | 0.33% | 3,439 | $620K | $180.14 | $95K | — | — | |
| 48 | PRF | 0.32% | 12,942 | $607K | $46.92 | -$29K | -1,140 | -8.1% | |
| 49 | ABT | 0.32% | 4,824 | $604K | $125.29 | -$30K | +89 | +1.9% | |
| 50 | GOOGL | 0.31% | 1,912 | $598K | $313.00 | $134K | — | — | |
| 51 | PFE | 0.28% | 21,350 | $532K | $24.90 | -$12K | — | — | |
| 52 | GSLC | 0.27% | 3,859 | $511K | $132.37 | $8K | — | — | |
| 53 | PG | 0.26% | 3,410 | $489K | $143.31 | -$35K | — | — | |
| 54 | RSP | 0.25% | 2,475 | $474K | $191.56 | -$111K | -608 | -19.7% | |
| 55 | IBM | 0.24% | 1,565 | $464K | $296.21 | $22K | — | — | |
| 56 | EFA | 0.24% | 4,731 | $454K | $96.03 | -$76K | -953 | -16.8% | |
| 57 | APH | 0.23% | 3,244 | $438K | $135.14 | $3K | -271 | -7.7% | |
| 58 | FAST | 0.21% | 9,877 | $396K | $40.13 | -$108K | -411 | -4.0% | |
| 59 | VBK | 0.21% | 1,311 | $396K | $302.11 | $827 | -17 | -1.3% | |
| 60 | LRCX | 0.20% | 2,246 | $384K | $171.18 | $71K | -93 | -4.0% | |
| 61 | MO | 0.20% | 6,516 | $376K | $57.66 | -$55K | — | — | |
| 62 | SDY | 0.20% | 2,685 | $374K | $139.16 | -$37K | -250 | -8.5% | |
| 63 | GLD | 0.19% | 934 | $370K | $396.31 | $38K | — | — | |
| 64 | DON | 0.19% | 7,031 | $363K | $51.60 | -$5K | — | — | |
| 65 | JNJ | 0.19% | 1,739 | $360K | $206.95 | $39K | +9 | +0.5% | |
| 66 | NUSC | 0.19% | 7,986 | $357K | $44.65 | $4K | — | — | |
| 67 | VOE | 0.19% | 1,991 | $353K | $177.37 | -$19K | -139 | -6.5% | |
| 68 | MA | 0.18% | 590 | $337K | $570.88 | -$27K | -49 | -7.7% | |
| 69 | IAU | 0.17% | 3,961 | $322K | $81.17 | $33K | — | — | |
| 70 | CVX | 0.16% | 1,988 | $303K | $152.41 | -$43K | -238 | -10.7% | |
| 71 | V | 0.16% | 855 | $300K | $350.71 | $8K | — | — | |
| 72 | AEP | 0.16% | 2,597 | $299K | $115.31 | $1K | -52 | -2.0% | |
| 73 | CTVA | 0.15% | 4,330 | $290K | $67.03 | -$3K | — | — | |
| 74 | P | 0.15% | 4,299 | $288K | $67.01 | -$72K | — | — | |
| 75 | XONA.DE | 0.15% | 2,369 | $285K | $120.34 | $2K | -146 | -5.8% | |
| 76 | CHE | 0.15% | 650 | $278K | $427.86 | -$13K | — | — | |
| 77 | IJR | 0.14% | 2,258 | $271K | $120.18 | -$66K | -581 | -20.5% | |
| 78 | FDS | 0.14% | 932 | $270K | $290.19 | $3K | — | — | |
| 79 | VCR | 0.14% | 680 | $268K | $393.92 | -$2K | — | — | |
| 80 | FFA | 0.14% | 12,096 | $266K | $22.02 | $6K | — | — | |
| 81 | UBER | 0.14% | 3,242 | $265K | $81.71 | -$63K | -110 | -3.3% | |
| 82 | PM | 0.14% | 1,617 | $259K | $160.40 | -$3K | — | — | |
| 83 | PEG | 0.13% | 3,185 | $256K | $80.30 | $2K | +146 | +4.8% | |
| 84 | MNST | 0.13% | 3,289 | $252K | $76.67 | — | +3,289 | — | NEW |
| 85 | SNPE | 0.13% | 4,035 | $252K | $62.45 | $10K | — | — | |
| 86 | LHX | 0.13% | 852 | $250K | $293.57 | -$32K | -71 | -7.7% | |
| 87 | IDV | 0.12% | 6,004 | $237K | $39.45 | -$20K | -1,035 | -14.7% | |
| 88 | NOW | 0.12% | 1,495 | $229K | $153.19 | -$65K | +1,175 | +367.2% | |
| 89 | TSCO | 0.12% | 4,490 | $225K | $50.01 | $3K | +601 | +15.4% | |
| 90 | QDEF | 0.11% | 2,664 | $216K | $80.96 | $3K | — | — | |
| 91 | INTU | 0.11% | 320 | $212K | $662.42 | -$24K | -25 | -7.2% | |
| 92 | SPGI | 0.11% | 405 | $212K | $522.59 | $417 | -29 | -6.7% | |
| 93 | CDNS | 0.11% | 669 | $209K | $312.58 | -$46K | -57 | -7.8% | |
| 94 | T | 0.11% | 8,398 | $209K | $24.84 | -$29K | — | — | |
| 95 | IJK | 0.11% | 2,140 | $207K | $96.88 | -$47K | -516 | -19.4% | |
| 96 | VFH | 0.11% | 1,530 | $204K | $133.49 | $3K | — | — | |
| 97 | DIS | 0.11% | 1,780 | $203K | $113.77 | -$1K | — | — | |
| 98 | VBR | —% | — | — | — | -$204K | -976 | -100.0% | SOLD |
| 99 | ANET | —% | — | — | — | -$203K | -1,396 | -100.0% | SOLD |
| 100 | EOG | —% | — | — | — | -$266K | -2,368 | -100.0% | SOLD |