Index Performance
-13.55%
IWTTCM
-4.14%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of April 7, 2026
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 17.55% | $30.35B | 11.04% | 95.08% | -1.27 |
| The Goldman Sachs Group, Inc. (GS) | 15.54% | $256.44B | -0.48% | N/A | 7.54 |
| Piper Sandler Cos. (PIPR) | 11.88% | $5.58B | 24.64% | 92.19% | 2.91 |
| Evercore, Inc. (EVR) | 11.86% | $12.16B | 29.49% | 98.84% | 3.29 |
| Affiliated Managers Group, Inc. (AMG) | 11.62% | $7.21B | 1.96% | 91.80% | 6.16 |
| Raymond James Financial, Inc. (RJF) | 8.12% | $28.06B | 4.77% | 87.90% | 1.50 |
| Ameriprise Financial, Inc. (AMP) | 7.27% | $39.39B | 5.17% | 51.50% | 2.34 |
| T. Rowe Price Group, Inc. (TROW) | 5.83% | $19.46B | 3.12% | 78.89% | 2.85 |
| QUALCOMM, Inc. (QCOM) | 5.38% | $132.38B | 5.00% | 54.55% | 4.27 |
| Coinbase Global, Inc. (COIN) | 4.95% | $46.26B | 9.40% | 78.60% | 8.47 |
Market data by FactSet
