Portfolio (Quarterly)
Guide ↗
WEST BANCORPORATION INC
· CIK 0001166928| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small Cap Value Etf | — | 1,662.0 | $361K | 0.18% | NEW | — | $217.25 | +12.1% |
| 2 | AVGO | Broadcom INC | Technology | 1,055.0 | $327K | 0.16% | NEW | — | $309.51 | +19.4% |
| 3 | IWS | ISHARES Russell Mid-Cap Value ETF | — | 2,208.0 | $322K | 0.16% | NEW | — | $145.74 | +15.5% |
| 4 | EMR | Emerson Electric CO | Industrials | 1,992.0 | $261K | 0.13% | NEW | — | $131.02 | +12.7% |
| 5 | CASY | Caseys General Stores INC | Consumer Cyclical | 357.0 | $260K | 0.13% | NEW | — | $727.86 | +5.4% |
| 6 | VDE | Vanguard Energy Index Fund Etf | — | 1,495.0 | $259K | 0.13% | NEW | — | $173.04 | +5.6% |
| 7 | EOG | Eog Resources INC | Energy | 1,665.0 | $241K | 0.12% | NEW | — | $144.57 | +2.6% |
| 8 | XLI | Industrial Select Sector SPDR | — | 1,257.0 | $203K | 0.10% | NEW | — | $161.73 | +6.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
48.9%
Technology
20.2%
Consumer Defensive
7.9%
Healthcare
6.0%
Consumer Cyclical
5.7%
Communication Services
3.3%
Utilities
2.7%
Industrials
2.5%
Energy
2.1%
Basic Materials
0.6%