I
Capital Markets

IWTTCM

Index Performance

+14.15%
IWTTCM
+6.64%
SPY

Overview

Description

Trendfollowing capital markets stocks

  • TickerIWTTCM
  • Inception Date03/28/2024
  • WeightingEqual
  • # of holdings10
What's inside?

Holdings

All holdings as of April 18, 2024
CSV download
Interactive Brokers Group, Inc. (IBKR)10.46%$11.70B24.82%95.42%-3.91
Evercore, Inc. (EVR)10.37%$7.18B-12.10%96.77%2.41
The Goldman Sachs Group, Inc. (GS)10.33%$131.08B26.32%N/A5.18
Raymond James Financial, Inc. (RJF)10.10%$25.49B16.26%84.30%1.03
Affiliated Managers Group, Inc. (AMG)10.10%$5.16B-12.05%97.06%4.43
Ameriprise Financial, Inc. (AMP)10.05%$41.26B11.98%53.01%2.45
QUALCOMM, Inc. (QCOM)9.96%$183.38B4.99%56.60%4.55
Piper Sandler Cos. (PIPR)9.88%$3.27B-4.70%89.94%2.17
T. Rowe Price Group, Inc. (TROW)9.58%$24.91B-0.43%78.47%3.61
Coinbase Global, Inc. (COIN)9.16%$41.80B-2.69%86.47%13.37
Market data by FactSet