Index Performance
+12.70%
IWTTCM
+7.28%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Piper Sandler Cos. (PIPR) | 12.78% | $4.74B | 11.98% | 91.20% | 2.66 |
| Evercore, Inc. (EVR) | 12.07% | $9.46B | 37.69% | 98.63% | 3.13 |
| The Goldman Sachs Group, Inc. (GS) | 11.09% | $158.56B | 16.29% | N/A | 4.92 |
| Affiliated Managers Group, Inc. (AMG) | 9.74% | $5.54B | -2.96% | 97.95% | 4.35 |
| Interactive Brokers Group, Inc. (IBKR) | 9.70% | $12.70B | 15.74% | 94.79% | -3.43 |
| QUALCOMM, Inc. (QCOM) | 9.61% | $195.74B | 1.23% | 56.27% | 5.32 |
| Ameriprise Financial, Inc. (AMP) | 9.26% | $43.87B | 9.69% | 49.93% | 2.49 |
| Coinbase Global, Inc. (COIN) | 8.80% | $46.25B | 201.18% | 90.74% | 14.57 |
| T. Rowe Price Group, Inc. (TROW) | 8.60% | $25.79B | 13.83% | 82.17% | 3.92 |
| Raymond James Financial, Inc. (RJF) | 8.36% | $24.46B | 13.55% | 98.72% | N/A |
Market data by FactSet
