Texas Capital Bank Wealth Management Services Inc Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Texas Capital Bank Wealth Management Services Inc, 54% allocated to ETF.
- Top Sector
- ETF (54%)
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
72 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 22.3 quarters
- Avg. Top 20
- 20.2 quarters
- Avg. All Positions
- 9.3 quarters
- Median Holding Period
- 4 quarters
- Longest Held
Texas Instruments IncorporatedTXN - 23 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.03%
- Avg. Position Weight
- 0.39%
- Largest Position
Vanguard S&P 500 ETFVOO - 29.95%- Largest Ownership Stake
Hydrofarm Holdings Group, Inc. Common StockHYFM - 2.83%- Avg. Ownership Stake
- 0.03%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 1
Historical (Since Q4 2019)
- Avg. New Position
- 0.29%
- Avg. Ownership Stake
- 0.02%
- Largest Position
- Vanguard S&P 500 ETFVOO - 35.20% (Q4 2024)
- Largest Ownership Stake
- Hydrofarm Holdings Group, Inc. Common StockHYFM - 2.91% (Q2 2023)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 5.4%
- Value Traded
- $64.96M
- Positions Added
- 28
- Positions Exited
- 15
Historical (Since Q4 2019)
- Avg. Turnover Ratio
- 10.3%
- Avg. Positions Added
- 21
- Avg. Positions Exited
- 18
- Highest Turnover
- 50.0%Q4 2019
- Lowest Turnover
- 4.0%Q4 2024