Tolleson Wealth Management, Inc.
CIK Number: 0001772937
524.76M
Market Value
76
# of Holdings
15 months
Avg. Holding Period
80.25%
Win Rate
26.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares U.S. Eq... | 62.39 | -0.03% | 1.95M | -3.77% | 114.75M | 43.36 | 21.87% | |
| 2 | Spdr Msci Usa S... | 160.93 | -0.23% | 678.27K | -6.43% | 106.86M | 84.18 | 20.36% | |
| 3 | Ishares Interna... | 30.01 | -0.15% | 2.50M | +2.21% | 78.48M | 25.93 | 14.96% | |
| 4 | Spdr S&P 500 Et... | 604.38 | +0.01% | 76.34K | +154.22% | 43.99M | 460.37 | 8.38% | |
| 5 | Ishares Core S&... | 133.13 | -0.07% | 287.03K | -17.48% | 36.06M | 82.23 | 6.87% |
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