Index Performance
+2.11%
IWTTCM
+3.15%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of August 20, 2026
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 19.79% | $40.71B | 21.38% | 94.50% | -0.25 |
| The Goldman Sachs Group, Inc. (GS) | 15.46% | $291.74B | 23.03% | N/A | 8.17 |
| Affiliated Managers Group, Inc. (AMG) | 12.95% | $9.12B | 29.00% | 98.54% | 5.65 |
| Evercore, Inc. (EVR) | 9.50% | $11.04B | 19.15% | 98.43% | 2.75 |
| Piper Sandler Cos. (PIPR) | 9.47% | $5.15B | 24.13% | 94.13% | 2.46 |
| Raymond James Financial, Inc. (RJF) | 8.46% | $33.15B | 11.82% | 88.47% | 1.29 |
| Ameriprise Financial, Inc. (AMP) | 7.89% | $48.33B | 11.73% | 47.10% | 1.96 |
| T. Rowe Price Group, Inc. (TROW) | 6.34% | $23.93B | 10.68% | 80.88% | 3.02 |
| QUALCOMM, Inc. (QCOM) | 5.98% | $168.81B | -4.03% | 53.05% | 4.75 |
| Coinbase Global, Inc. (COIN) | 4.16% | $45.47B | -61.10% | 48.65% | 7.53 |
Market data by FactSet
