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  Name: Tolleson Wealth Management Inc.
  City: DALLAS
  State: TX
  Zip: 75205
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $485,333,000
  Total Value Change : $69,756,000
  Securities Held Change : 6
   
All Securities Held : 83
  New Positions : 10
  Closed Positions : 5
  Increased Positions : 19
  Unchanged Positions : 27
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 88 Closed $168.65 $0 0 0% -541,000 -4,133 0    Search Engines & Info...
   (NEE)1 Year Chart         NEE NextEra Energy 87 Closed $73.79 $0 0 0% -253,000 -4,410 0    Electric Utilities
   (ACN)1 Year Chart         ACN Accenture Plc 86 Closed $306.33 $0 0 0% -335,000 -1,090 0    Management Services
   (GOOG)1 Year Chart         GOOG Alphabet Inc 85 Closed $170.29 $0 0 0% -224,000 -1,700 0    Search Engines & Info...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 84 Closed $128.42 $0 0 0% -321,000 -3,534 0    Drug Manufacturers - ...

      5 Records Found
  1    
Page 1 of 1
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