Index Performance
+2.59%
IWTTCM
+5.00%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of August 6, 2026
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 18.71% | $38.76B | 22.73% | 95.40% | -1.14 |
| The Goldman Sachs Group, Inc. (GS) | 15.74% | $300.66B | 23.03% | N/A | 8.17 |
| Affiliated Managers Group, Inc. (AMG) | 13.50% | $9.83B | 31.14% | 98.57% | 5.63 |
| Evercore, Inc. (EVR) | 10.14% | $11.93B | 19.15% | 98.43% | 2.80 |
| Piper Sandler Cos. (PIPR) | 9.55% | $5.26B | 24.13% | 94.13% | 2.46 |
| Raymond James Financial, Inc. (RJF) | 8.69% | $34.50B | 11.82% | 88.47% | 1.29 |
| Ameriprise Financial, Inc. (AMP) | 7.97% | $49.45B | 11.73% | 47.10% | 1.96 |
| T. Rowe Price Group, Inc. (TROW) | 6.34% | $24.24B | 10.68% | 80.88% | 3.02 |
| QUALCOMM, Inc. (QCOM) | 5.89% | $168.45B | -4.03% | 53.05% | 4.75 |
| Coinbase Global, Inc. (COIN) | 3.47% | $38.36B | -61.10% | 48.65% | 7.53 |
Market data by FactSet
