Index Performance
+2.80%
IWTTCM
+3.99%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of December 12, 2025
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 15.01% | $28.57B | 14.80% | 95.83% | -1.92 |
| The Goldman Sachs Group, Inc. (GS) | 14.38% | $266.32B | 2.94% | N/A | 7.20 |
| Piper Sandler Cos. (PIPR) | 12.05% | $6.30B | 33.72% | 92.12% | 3.68 |
| Evercore, Inc. (EVR) | 11.81% | $13.04B | 41.65% | 98.97% | 3.73 |
| Affiliated Managers Group, Inc. (AMG) | 10.85% | $7.80B | 1.89% | 98.32% | 5.34 |
| Raymond James Financial, Inc. (RJF) | 8.48% | $32.23B | 6.47% | 86.54% | 1.66 |
| Ameriprise Financial, Inc. (AMP) | 7.53% | $45.86B | 6.33% | 52.46% | 2.39 |
| QUALCOMM, Inc. (QCOM) | 6.94% | $190.95B | 13.66% | 55.43% | 4.29 |
| Coinbase Global, Inc. (COIN) | 6.88% | $72.12B | 21.84% | 79.35% | 10.61 |
| T. Rowe Price Group, Inc. (TROW) | 6.07% | $22.89B | 6.04% | 81.67% | 2.85 |
Market data by FactSet
