TCBWMS
Texas Capital Bank Wealth Management Services Portfolio holdings
AUM
$1.07B
This Quarter Return
+10.01%
1 Year Return
+16.87%
3 Year Return
+74.01%
5 Year Return
+123.32%
10 Year Return
–
AUM
$613M
AUM Growth
+$613M
(+37%)
Cap. Flow
+$135M
Cap. Flow
% of AUM
22.08%
Top 10 Holdings %
Top 10 Hldgs %
54.94%
Holding
165
New
58
Increased
55
Reduced
31
Closed
7
Top Buys
| 1 |
NVIDIA
NVDA
|
$20.3M |
| 2 |
Apple
AAPL
|
$17.4M |
| 3 |
Starbucks
SBUX
|
$7.32M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$7.11M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$6.88M |
Top Sells
Sector Composition
| 1 | Technology | 11.61% |
| 2 | Consumer Discretionary | 4.7% |
| 3 | Industrials | 4.39% |
| 4 | Healthcare | 4.11% |
| 5 | Financials | 3.26% |
