Tolleson Wealth Management, Inc.
CIK Number: 0001772937
487.67M
Market Value
99
# of Holdings
13 months
Avg. Holding Period
27.18%
Win Rate
18.80%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LRGF | iShares U.S. Eq... | 54.59 | +0.28% | 1.84M | -5.9% | 110.89M | 43.36 | 22.74% |
| 2 | QUS | SPDR MSCI USA S... | 148.59 | +0.23% | 608.11K | -10.34% | 94.17M | 84.18 | 19.31% |
| 3 | INTF | iShares Interna... | 30.76 | +1.35% | 2.52M | +1.07% | 72.48M | 25.96 | 14.86% |
| 4 | ITOT | iShares Core S&... | 114.84 | +0.19% | 277.92K | -3.17% | 35.75M | 82.23 | 7.33% |
| 5 | SPY | SPDR S&P 500 ET... | 526.57 | +0.17% | 29.48K | -61.38% | 17.34M | 460.37 | 3.55% |
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