TWM
VOTE icon

Tolleson Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Tolleson Wealth Management’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.4M Buy
67,303
+558
+0.8% +$44.4K 0.78% 17
2025
Q3 		$5.24M Buy
66,745
+95
+0.1% +$7.17K 0.81% 16
2025
Q2 		$4.85M Hold
66,650
– – 0.83% 15
2025
Q1 		$4.36M Buy
66,650
+300
+0.5% +$20.7K 0.84% 16
2024
Q4 		$4.56M Buy
66,350
+54,350
+453% +$3.76M 0.94% 13
2024
Q3 		$804K Hold
12,000
– – 0.15% 43
2024
Q2 		$763K Buy
+12,000
New +$735K 0.15% 48

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return