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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
126
$637K 0.05%
3,172
+284
127
$620K 0.05%
+5,584
128
$611K 0.05%
2,583
+158
129
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4,249
-2,344
130
$572K 0.05%
3,134
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131
$566K 0.05%
4,464
-300
132
$562K 0.05%
1,916
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133
$558K 0.05%
+1,570
134
$553K 0.05%
+15,563
135
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1,563
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136
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137
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8,330
+1,061
138
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1,385
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139
$517K 0.04%
867
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140
$513K 0.04%
1,680
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141
$512K 0.04%
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144
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145
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146
$493K 0.04%
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147
$484K 0.04%
3,494
-368
148
$478K 0.04%
9,881
-1,736
149
$471K 0.04%
971
-1,387
150
$457K 0.04%
1,301
+208
4 5
6
7 8