Index Performance
-2.81%
IWTTCM
+1.43%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of February 11, 2025
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 15.15% | $93.58B | 20.15% | 95.26% | -2.71 |
| The Goldman Sachs Group, Inc. (GS) | 12.14% | $200.94B | 16.71% | N/A | 5.42 |
| Piper Sandler Cos. (PIPR) | 11.84% | $5.40B | 12.26% | 93.07% | N/A |
| Evercore, Inc. (EVR) | 10.80% | $10.11B | 22.67% | 98.74% | 3.69 |
| Raymond James Financial, Inc. (RJF) | 9.81% | $33.39B | 12.10% | 85.74% | 1.50 |
| Ameriprise Financial, Inc. (AMP) | 9.36% | $51.30B | 11.30% | 52.57% | N/A |
| Coinbase Global, Inc. (COIN) | 8.07% | $66.82B | 78.77% | 81.09% | 7.36 |
| Affiliated Managers Group, Inc. (AMG) | 7.95% | $5.23B | -2.23% | 97.92% | 4.73 |
| QUALCOMM, Inc. (QCOM) | 7.75% | $190.22B | 17.45% | 55.77% | 4.34 |
| T. Rowe Price Group, Inc. (TROW) | 7.14% | $24.22B | 9.80% | 84.70% | N/A |
Market data by FactSet
