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TCBWMS

Texas Capital Bank Wealth Management Services Portfolio holdings

AUM $1.68B
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.94M
3
+$5.79M
4
MSFT icon
Microsoft
MSFT
+$5.61M
5
NVDA icon
NVIDIA
NVDA
+$4.88M

Top Sells

1
+$3.15M
2
+$2.83M
3
+$2.4M
4
AAPL icon
Apple
AAPL
+$2.37M
5
VBTX
Veritex Holdings
VBTX
+$2.1M

Sector Composition

1 Technology 19.85%
2 Financials 8.21%
3 Industrials 3.64%
4 Consumer Discretionary 3.45%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.02%
+943
227
$245K 0.02%
490
-744
228
$241K 0.02%
2,856
-1,148
229
$241K 0.02%
683
-2,091
230
$234K 0.02%
1,370
-57
231
$223K 0.02%
3,131
+97
232
$222K 0.02%
1,479
-126
233
$221K 0.02%
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-268
234
$219K 0.02%
761
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235
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3,474
236
$217K 0.02%
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237
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238
$216K 0.02%
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-178
239
$214K 0.02%
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240
$213K 0.02%
+1,856
241
$208K 0.02%
+4,450
242
$207K 0.02%
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243
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244
$206K 0.02%
2,252
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245
$206K 0.02%
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246
$192K 0.02%
12,024
-457
247
$145K 0.01%
11,178
248
$117K 0.01%
55,506
+2,242
249
$95.9K 0.01%
+10,000
250
$83.3K 0.01%
19,418
7 8 9
10
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