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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
101
$904K 0.07%
3,202
+626
102
$887K 0.07%
5,968
-3,272
103
$886K 0.07%
8,593
+3,024
104
$882K 0.07%
+1,264
105
$870K 0.07%
2,353
+150
106
$843K 0.07%
5,070
+926
107
$754K 0.06%
1
108
$748K 0.06%
6,696
+1,390
109
$743K 0.06%
9,418
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110
$742K 0.06%
2,953
-162
111
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3,581
-15,692
112
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2,187
-1,776
113
$716K 0.06%
15,659
+9,845
114
$678K 0.06%
3,685
+685
115
$676K 0.06%
2,097
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116
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117
$660K 0.05%
6,741
+4,482
118
$655K 0.05%
2,706
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119
$654K 0.05%
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-2,184
120
$652K 0.05%
4,971
-19
121
$652K 0.05%
2,653
+1,386
122
$645K 0.05%
851
-15
123
$641K 0.05%
+8,400
124
$640K 0.05%
2,595
-2,765
125
$640K 0.05%
9,643
+2,520
3 4
5
6 7