Index Performance
+11.73%
IWTTCM
+6.50%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of May 16, 2024
CSV download
| QUALCOMM, Inc. (QCOM) | 11.08% | $215.69B | 1.23% | 56.27% | 5.32 |
| The Goldman Sachs Group, Inc. (GS) | 11.06% | $149.79B | 26.08% | N/A | 6.94 |
| Interactive Brokers Group, Inc. (IBKR) | 10.70% | $13.05B | 25.67% | 94.36% | -5.60 |
| Piper Sandler Cos. (PIPR) | 10.55% | $3.74B | 11.98% | 91.20% | 2.66 |
| Evercore, Inc. (EVR) | 10.36% | $7.68B | 1.51% | 98.35% | 3.07 |
| Ameriprise Financial, Inc. (AMP) | 9.87% | $43.30B | 12.20% | 53.08% | 2.67 |
| Raymond James Financial, Inc. (RJF) | 9.67% | $26.03B | 14.23% | 84.00% | 1.31 |
| T. Rowe Price Group, Inc. (TROW) | 9.50% | $25.91B | 13.83% | 82.17% | 3.92 |
| Affiliated Managers Group, Inc. (AMG) | 9.43% | $5.07B | -2.96% | 97.95% | 4.35 |
| Coinbase Global, Inc. (COIN) | 7.78% | $39.79B | 201.18% | 90.74% | 14.57 |
Market data by FactSet
