Index Performance
+1.95%
IWTTCM
+2.68%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Holdings
All holdings as of September 18, 2024
CSV download
| Piper Sandler Cos. (PIPR) | 13.18% | $4.87B | 18.08% | 90.86% | 2.78 |
| Evercore, Inc. (EVR) | 12.32% | $9.45B | 37.69% | 98.63% | 2.98 |
| The Goldman Sachs Group, Inc. (GS) | 11.07% | $153.03B | 17.55% | N/A | 6.56 |
| Interactive Brokers Group, Inc. (IBKR) | 10.95% | $14.17B | 19.94% | 93.92% | -3.39 |
| Affiliated Managers Group, Inc. (AMG) | 9.94% | $5.24B | -2.38% | 97.92% | 3.85 |
| Ameriprise Financial, Inc. (AMP) | 9.81% | $44.32B | 9.97% | 53.28% | 2.49 |
| QUALCOMM, Inc. (QCOM) | 9.23% | $187.49B | 11.15% | 55.56% | 6.49 |
| Raymond James Financial, Inc. (RJF) | 8.92% | $24.94B | 13.22% | 84.08% | 1.26 |
| T. Rowe Price Group, Inc. (TROW) | 8.53% | $24.07B | 7.65% | 80.78% | 3.58 |
| Coinbase Global, Inc. (COIN) | 6.05% | $33.01B | 101.30% | 80.97% | 10.31 |
Market data by FactSet
