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WEST BANCORPORATION INC
3330 WESTOWN PARKWAY, WEST DES MOINES, IA 50266 • 5152222309
Market Value
$200M
+5.0%
Holdings
105
-6
New Purchases
8
Added To
25
Closed
8
Reduced
29
Top 10 Concentration
55.7%
Turnover
15.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VYMI | 6.28% | 5.03% | +1.24% | $13M |
| VYM | 6.55% | 5.58% | +0.97% | $13M |
| IWR | 5.15% | 4.54% | +0.61% | $10M |
| IWD | 7.81% | 7.38% | +0.43% | $16M |
| VO | 2.29% | 1.89% | +0.40% | $5M |
| VEU | 1.50% | 1.25% | +0.25% | $3M |
| IWF | 7.86% | 7.68% | +0.18% | $16M |
| VBR | 0.18% | 0.00% | +0.18% | $361K |
| RSP | 0.42% | 0.25% | +0.17% | $834K |
| AVGO | 0.16% | 0.00% | +0.16% | $327K |
| IWS | 0.16% | 0.00% | +0.16% | $322K |
| EMR | 0.13% | 0.00% | +0.13% | $261K |
| CASY | 0.13% | 0.00% | +0.13% | $260K |
| VDE | 0.13% | 0.00% | +0.13% | $259K |
| EOG | 0.12% | 0.00% | +0.12% | $241K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MSFT | 1.70% | 2.35% | -0.65% | $3M |
| BAM | 2.07% | 2.56% | -0.49% | $4M |
| SPY | 4.12% | 4.54% | -0.42% | $8M |
| IVV | 4.34% | 4.74% | -0.40% | $9M |
| VOO | 5.22% | 5.57% | -0.35% | $10M |
| JPM | 0.97% | 1.27% | -0.30% | $2M |
| VIG | 1.04% | 1.30% | -0.25% | $2M |
| AAPL | 2.17% | 2.42% | -0.25% | $4M |
| QQQ | 1.75% | 1.95% | -0.21% | $3M |
| FFA | 0.00% | 0.14% | -0.14% | $0 |
| IWM | 1.37% | 1.51% | -0.14% | $3M |
| GOOG | 0.91% | 1.05% | -0.14% | $2M |
| NOW | 0.00% | 0.12% | -0.12% | $0 |
| TSCO | 0.00% | 0.12% | -0.12% | $0 |
| META | 0.54% | 0.65% | -0.11% | $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 | $77M | 38.5% |
| Large Cap | 56 | $107M | 53.7% |
| Mid Cap | 11 | $5M | 2.5% |
| Small Cap | 4 | $11M | 5.3% |
Portfolio Analytics
Avg Market Cap
$460.8B
Median Market Cap
$95.2B
Avg P/E
30.0
Median P/E
23.8
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
56
# ETFs / Funds
49
Top Holdings (105 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IWF | 7.86% | 36,906 | $16M | $426.40 | $1M | +5,986 | +19.4% | |
| 2 | IWD | 7.81% | 73,131 | $16M | $213.67 | $2M | +6,274 | +9.4% | |
| 3 | VYM | 6.55% | 88,546 | $13M | $148.10 | $2M | +14,406 | +19.4% | |
| 4 | VYMI | 6.28% | 133,241 | $13M | $94.24 | $3M | +26,692 | +25.1% | |
| 5 | VOO | 5.22% | 17,479 | $10M | $597.55 | -$173K | +549 | +3.2% | |
| 6 | IWR | 5.15% | 106,076 | $10M | $97.23 | $2M | +16,222 | +18.1% | |
| 7 | WTBA | 4.97% | 418,161 | $10M | $23.79 | $594K | -3,400 | -0.8% | |
| 8 | IVV | 4.34% | 13,302 | $9M | $653.21 | -$342K | +117 | +0.9% | |
| 9 | SPY | 4.12% | 12,676 | $8M | $650.34 | -$400K | — | — | |
| 10 | VUG | 3.40% | 15,554 | $7M | $436.79 | $140K | +1,915 | +14.0% | |
| 11 | VB | 3.10% | 23,672 | $6M | $261.92 | $308K | +828 | +3.6% | |
| 12 | VEA | 2.75% | 86,009 | $6M | $64.08 | $316K | +2,839 | +3.4% | |
| 13 | VO | 2.29% | 15,959 | $5M | $287.18 | $983K | +3,555 | +28.7% | |
| 14 | AAPL | 2.17% | 17,109 | $4M | $253.79 | -$265K | +161 | +0.9% | |
| 15 | BAM | 2.07% | 93,091 | $4M | $44.45 | -$739K | — | — | |
| 16 | QQQ | 1.75% | 6,051 | $3M | $577.18 | -$225K | — | — | |
| 17 | MSFT | 1.70% | 9,183 | $3M | $370.17 | -$1M | -65 | -0.7% | |
| 18 | VTV | 1.53% | 15,650 | $3M | $196.20 | $153K | +375 | +2.5% | |
| 19 | VEU | 1.50% | 39,911 | $3M | $75.10 | $623K | +7,638 | +23.7% | |
| 20 | IWM | 1.37% | 11,087 | $3M | $248.00 | -$133K | -625 | -5.3% | |
| 21 | ACWI | 1.24% | 17,881 | $2M | $138.37 | $213K | +1,901 | +11.9% | |
| 22 | VIG | 1.04% | 9,710 | $2M | $215.06 | -$380K | -1,522 | -13.6% | |
| 23 | JPM | 0.97% | 6,600 | $2M | $294.16 | -$476K | -901 | -12.0% | |
| 24 | GOOG | 0.91% | 6,364 | $2M | $286.86 | -$173K | -5 | -0.1% | |
| 25 | SCHD | 0.84% | 54,520 | $2M | $30.68 | $148K | -1,071 | -1.9% | |
| 26 | NVDA | 0.73% | 8,374 | $1M | $174.40 | -$99K | +12 | +0.1% | |
| 27 | IEFA | 0.73% | 16,065 | $1M | $90.53 | -$79K | -1,075 | -6.3% | |
| 28 | COST | 0.65% | 1,310 | $1M | $996.43 | $175K | -1 | -0.1% | |
| 29 | AMZN | 0.61% | 5,842 | $1M | $208.27 | -$137K | -22 | -0.4% | |
| 30 | META | 0.54% | 1,880 | $1M | $572.13 | -$167K | -3 | -0.2% | |
| 31 | ABBV | 0.54% | 4,940 | $1M | $217.49 | -$71K | -75 | -1.5% | |
| 32 | MCD | 0.52% | 3,362 | $1M | $310.79 | -$684 | -59 | -1.7% | |
| 33 | WMT | 0.52% | 8,400 | $1M | $124.28 | $152K | +390 | +4.9% | |
| 34 | ADX | 0.51% | 46,890 | $1M | $21.89 | -$67K | — | — | |
| 35 | PFG | 0.48% | 10,610 | $956K | $90.11 | $20K | — | — | |
| 36 | SO | 0.47% | 9,816 | $947K | $96.52 | $225K | +1,531 | +18.5% | |
| 37 | RSP | 0.42% | 4,347 | $834K | $191.92 | $360K | +1,872 | +75.6% | |
| 38 | BRK-B | 0.40% | 1,678 | $804K | $479.20 | -$39K | — | — | |
| 39 | RPG | 0.40% | 17,164 | $802K | $46.74 | $1K | — | — | |
| 40 | WFC | 0.39% | 9,826 | $782K | $79.61 | -$134K | — | — | |
| 41 | ROST | 0.37% | 3,439 | $745K | $216.63 | $125K | — | — | |
| 42 | PEP | 0.36% | 4,640 | $721K | $155.29 | -$49K | -719 | -13.4% | |
| 43 | VOOV | 0.35% | 3,450 | $703K | $203.79 | -$4K | — | — | |
| 44 | JEPI | 0.34% | 11,950 | $677K | $56.68 | -$27K | -350 | -2.9% | |
| 45 | CSCO | 0.33% | 8,385 | $651K | $77.59 | -$132K | -1,775 | -17.5% | |
| 46 | ITOT | 0.32% | 4,513 | $643K | $142.43 | -$35K | -45 | -1.0% | |
| 47 | LLY | 0.31% | 670 | $616K | $919.77 | -$151K | -44 | -6.2% | |
| 48 | PRF | 0.31% | 12,942 | $615K | $47.53 | $8K | — | — | |
| 49 | VOT | 0.30% | 2,318 | $597K | $257.35 | -$51K | — | — | |
| 50 | PFE | 0.28% | 19,775 | $555K | $28.08 | $24K | -1,575 | -7.4% | |
| 51 | GOOGL | 0.27% | 1,912 | $550K | $287.56 | -$49K | — | — | |
| 52 | FAST | 0.27% | 11,532 | $535K | $46.40 | $139K | +1,655 | +16.8% | |
| 53 | ABT | 0.26% | 5,142 | $528K | $102.67 | -$76K | +318 | +6.6% | |
| 54 | XONA.DE | 0.26% | 3,018 | $512K | $169.66 | $227K | +649 | +27.4% | |
| 55 | PG | 0.25% | 3,410 | $493K | $144.44 | $4K | — | — | |
| 56 | CVX | 0.23% | 2,263 | $468K | $206.90 | $165K | +275 | +13.8% | |
| 57 | EFA | 0.23% | 4,731 | $460K | $97.13 | $5K | — | — | |
| 58 | GSLC | 0.23% | 3,629 | $454K | $125.13 | -$57K | -230 | -6.0% | |
| 59 | MO | 0.21% | 6,516 | $430K | $65.99 | $54K | — | — | |
| 60 | JNJ | 0.21% | 1,730 | $423K | $244.44 | $63K | -9 | -0.5% | |
| 61 | LRCX | 0.21% | 1,942 | $415K | $213.66 | $30K | -304 | -13.5% | |
| 62 | VBK | 0.21% | 1,367 | $413K | $302.25 | $17K | +56 | +4.3% | |
| 63 | GLD | 0.20% | 934 | $402K | $430.29 | $32K | — | — | |
| 64 | SDY | 0.20% | 2,685 | $392K | $145.94 | $18K | — | — | |
| 65 | IBM | 0.19% | 1,565 | $379K | $242.39 | -$84K | — | — | |
| 66 | DON | 0.18% | 7,031 | $369K | $52.54 | $7K | — | — | |
| 67 | VOE | 0.18% | 1,991 | $367K | $184.28 | $14K | — | — | |
| 68 | CTVA | 0.18% | 4,330 | $362K | $83.71 | $72K | — | — | |
| 69 | VBR | 0.18% | 1,662 | $361K | $217.25 | — | +1,662 | — | NEW |
| 70 | NUSC | 0.18% | 7,986 | $360K | $45.06 | $3K | — | — | |
| 71 | IAU | 0.17% | 3,961 | $349K | $88.16 | $28K | — | — | |
| 72 | AVGO | 0.16% | 1,055 | $327K | $309.51 | — | +1,055 | — | NEW |
| 73 | AEP | 0.16% | 2,481 | $325K | $131.08 | $26K | -116 | -4.5% | |
| 74 | IWS | 0.16% | 2,208 | $322K | $145.74 | — | +2,208 | — | NEW |
| 75 | APH | 0.16% | 2,520 | $318K | $126.35 | -$120K | -724 | -22.3% | |
| 76 | MA | 0.15% | 588 | $294K | $499.66 | -$43K | -2 | -0.3% | |
| 77 | LHX | 0.15% | 849 | $293K | $345.15 | $43K | -3 | -0.3% | |
| 78 | T | 0.14% | 9,698 | $281K | $28.99 | $73K | +1,300 | +15.5% | |
| 79 | IJR | 0.14% | 2,258 | $281K | $124.31 | $9K | — | — | |
| 80 | PM | 0.13% | 1,617 | $267K | $165.34 | $8K | — | — | |
| 81 | EMR | 0.13% | 1,992 | $261K | $131.02 | — | +1,992 | — | NEW |
| 82 | CASY | 0.13% | 357 | $260K | $727.86 | — | +357 | — | NEW |
| 83 | VDE | 0.13% | 1,495 | $259K | $173.04 | — | +1,495 | — | NEW |
| 84 | V | 0.13% | 855 | $258K | $302.24 | -$41K | — | — | |
| 85 | P | 0.13% | 4,299 | $254K | $59.04 | -$34K | — | — | |
| 86 | PEG | 0.12% | 3,039 | $246K | $80.95 | -$10K | -146 | -4.6% | |
| 87 | CHE | 0.12% | 650 | $246K | $377.74 | -$33K | — | — | |
| 88 | IDV | 0.12% | 5,757 | $245K | $42.56 | $8K | -247 | -4.1% | |
| 89 | VCR | 0.12% | 680 | $244K | $359.03 | -$24K | — | — | |
| 90 | EOG | 0.12% | 1,665 | $241K | $144.57 | — | +1,665 | — | NEW |
| 91 | SNPE | 0.12% | 4,035 | $240K | $59.55 | -$12K | — | — | |
| 92 | MNST | 0.12% | 3,272 | $237K | $72.46 | -$15K | -17 | -0.5% | |
| 93 | UBER | 0.12% | 3,242 | $233K | $71.93 | -$32K | — | — | |
| 94 | IJK | 0.11% | 2,140 | $215K | $100.62 | $8K | — | — | |
| 95 | QDEF | 0.11% | 2,664 | $213K | $79.82 | -$3K | — | — | |
| 96 | XLI | 0.10% | 1,257 | $203K | $161.73 | — | +1,257 | — | NEW |
| 97 | FDS | 0.10% | 932 | $202K | $216.99 | -$68K | — | — | |
| 98 | VFH | —% | — | — | — | -$204K | -1,530 | -100.0% | SOLD |
| 99 | CDNS | —% | — | — | — | -$209K | -669 | -100.0% | SOLD |
| 100 | TSCO | —% | — | — | — | -$225K | -4,490 | -100.0% | SOLD |