We are live on ! Find out more
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
201
$308K 0.03%
+1,091
202
$302K 0.02%
+5,819
203
$300K 0.02%
1,149
+11
204
$299K 0.02%
+487
205
$299K 0.02%
6,615
206
$298K 0.02%
652
+164
207
$287K 0.02%
+3,781
208
$285K 0.02%
6,350
209
$283K 0.02%
2,034
+356
210
$282K 0.02%
3,796
211
$282K 0.02%
1,688
-56
212
$280K 0.02%
+7,405
213
$278K 0.02%
9,640
214
$266K 0.02%
2,803
+238
215
$265K 0.02%
+1,043
216
$265K 0.02%
+4,128
217
$260K 0.02%
+781
218
$256K 0.02%
9,071
-265
219
$254K 0.02%
+1,302
220
$253K 0.02%
+1,664
221
$252K 0.02%
+3,091
222
$250K 0.02%
1,202
-488
223
$249K 0.02%
+189
224
$248K 0.02%
+7,926
225
$248K 0.02%
908
-170
7 8
9
10 11