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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
251
$45.1K ﹤0.01%
+17,540
252
$32K ﹤0.01%
2,833
253
$30K ﹤0.01%
26,171
254
$23.8K ﹤0.01%
1,103
255
$16.5K ﹤0.01%
10,000
256
$11.4K ﹤0.01%
1,300
+300
257
– –
-3,213
258
– –
-4,755
259
– –
-906
260
– –
-780
261
– –
-1,572
262
– –
-9,140
263
– –
-2,361
264
– –
-3,098
265
– –
-592
266
– –
-40,300
267
– –
-3,412
268
– –
-4,026
269
– –
-2,270
270
– –
-8,590
271
– –
-44,372
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