Index Performance
+22.97%
IWTTCM
+14.31%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of July 6, 2026
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 20.14% | $42.76B | 14.06% | 95.12% | -2.09 |
| The Goldman Sachs Group, Inc. (GS) | 15.51% | $311.32B | 9.08% | N/A | 7.89 |
| Affiliated Managers Group, Inc. (AMG) | 12.48% | $9.42B | 9.61% | 90.50% | 5.31 |
| Evercore, Inc. (EVR) | 11.21% | $13.75B | 100.35% | 98.88% | 2.59 |
| Piper Sandler Cos. (PIPR) | 9.03% | $5.18B | 32.05% | 94.59% | 2.69 |
| Raymond James Financial, Inc. (RJF) | 7.75% | $32.43B | 10.82% | 89.01% | 1.18 |
| Ameriprise Financial, Inc. (AMP) | 6.97% | $45.62B | 8.92% | 53.18% | 2.04 |
| QUALCOMM, Inc. (QCOM) | 6.60% | $196.55B | -3.46% | 53.77% | 3.19 |
| T. Rowe Price Group, Inc. (TROW) | 6.41% | $25.52B | 5.28% | 81.97% | 2.35 |
| Coinbase Global, Inc. (COIN) | 3.89% | $44.49B | -27.47% | 72.11% | 6.56 |
Market data by FactSet
