Index Performance
+12.78%
IWTTCM
+9.57%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of May 22, 2026
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 18.05% | $34.14B | 14.69% | 96.08% | -3.10 |
| The Goldman Sachs Group, Inc. (GS) | 15.44% | $273.43B | -8.23% | N/A | 6.83 |
| Evercore, Inc. (EVR) | 11.52% | $13.64B | 29.49% | 98.84% | 3.29 |
| Affiliated Managers Group, Inc. (AMG) | 11.18% | $7.67B | 1.96% | 91.80% | 6.16 |
| Piper Sandler Cos. (PIPR) | 10.55% | $6.19B | 24.64% | 92.19% | 2.91 |
| QUALCOMM, Inc. (QCOM) | 8.89% | $158.82B | 5.00% | 54.55% | 4.27 |
| Raymond James Financial, Inc. (RJF) | 7.47% | $30.24B | 10.87% | 98.52% | N/A |
| Ameriprise Financial, Inc. (AMP) | 6.58% | $42.09B | 8.99% | 51.56% | 2.04 |
| T. Rowe Price Group, Inc. (TROW) | 5.82% | $21.56B | 3.12% | 78.89% | 2.85 |
| Coinbase Global, Inc. (COIN) | 4.51% | $52.75B | 9.40% | 78.60% | 8.47 |
Market data by FactSet
