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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
176
$359K 0.03%
4,281
-3,391
177
$352K 0.03%
2,384
+180
178
$350K 0.03%
+1,623
179
$350K 0.03%
2,779
-863
180
$350K 0.03%
+2,321
181
$350K 0.03%
300
-5
182
$349K 0.03%
573
-11
183
$345K 0.03%
702
+120
184
$343K 0.03%
+2,118
185
$342K 0.03%
4,284
+84
186
$342K 0.03%
2,032
+769
187
$342K 0.03%
22,066
188
$341K 0.03%
1,331
+146
189
$338K 0.03%
+1,426
190
$334K 0.03%
3,480
191
$329K 0.03%
26,805
192
$328K 0.03%
+3,361
193
$326K 0.03%
+1,509
194
$324K 0.03%
1,411
-2
195
$323K 0.03%
+12,661
196
$322K 0.03%
4,767
+551
197
$322K 0.03%
930
198
$320K 0.03%
1,489
+13
199
$316K 0.03%
+4,783
200
$314K 0.03%
+1,014
6 7
8
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