Index Performance
+7.64%
IWTTCM
+5.97%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of February 20, 2026
CSV download
| Interactive Brokers Group, Inc. (IBKR) | 17.91% | $33.13B | 10.45% | 95.95% | -2.41 |
| The Goldman Sachs Group, Inc. (GS) | 15.43% | $276.61B | -15.55% | N/A | 7.39 |
| Evercore, Inc. (EVR) | 11.83% | $12.69B | 29.49% | 98.84% | 3.29 |
| Affiliated Managers Group, Inc. (AMG) | 11.57% | $7.68B | 1.96% | 91.80% | 6.16 |
| Piper Sandler Cos. (PIPR) | 11.37% | $5.78B | 24.30% | 93.61% | N/A |
| Raymond James Financial, Inc. (RJF) | 8.45% | $31.19B | 4.77% | 87.90% | 1.50 |
| Ameriprise Financial, Inc. (AMP) | 7.40% | $43.01B | 5.17% | 51.50% | 2.34 |
| QUALCOMM, Inc. (QCOM) | 5.75% | $152.45B | 5.00% | 54.55% | 4.27 |
| T. Rowe Price Group, Inc. (TROW) | 5.75% | $20.80B | 3.12% | 78.89% | 2.85 |
| Coinbase Global, Inc. (COIN) | 4.53% | $45.25B | 9.40% | 78.60% | 8.47 |
Market data by FactSet
