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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
76
$1.49M 0.12%
44,298
-65,000
77
$1.45M 0.12%
12,130
+3,020
78
$1.45M 0.12%
4,783
+899
79
$1.45M 0.12%
7,838
-934
80
$1.4M 0.12%
21,578
+4,011
81
$1.39M 0.11%
2,323
+91
82
$1.29M 0.11%
6,313
+1,725
83
$1.28M 0.11%
2,547
-641
84
$1.28M 0.11%
9,844
-6,629
85
$1.24M 0.1%
8,801
+3,841
86
$1.23M 0.1%
7,349
+970
87
$1.19M 0.1%
9,156
+4,935
88
$1.17M 0.1%
1,900
89
$1.16M 0.1%
31,513
90
$1.07M 0.09%
6,507
91
$1.05M 0.09%
5,618
92
$1.04M 0.09%
15,148
+3,529
93
$1.02M 0.08%
152,033
94
$995K 0.08%
31,590
+12,845
95
$985K 0.08%
4,886
+215
96
$979K 0.08%
5,328
-394
97
$976K 0.08%
8,522
+342
98
$923K 0.08%
+16,870
99
$920K 0.08%
3,359
+287
100
$917K 0.08%
4,620
+479
2 3
4
5 6