Index Performance
+29.32%
IWTTCM
+9.67%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Sectors
- Finance92.89%
- Electronic Technology7.11%
Holdings
All holdings as of December 2, 2024
CSV download
Piper Sandler Cos. (PIPR) | 12.99% | $6.10B | 27.68% | 91.32% | 3.27 |
Interactive Brokers Group, Inc. (IBKR) | 12.36% | $78.45B | 17.08% | 94.19% | -2.85 |
Evercore, Inc. (EVR) | 12.08% | $11.63B | 28.55% | 98.75% | 3.53 |
The Goldman Sachs Group, Inc. (GS) | 10.94% | $188.88B | 8.11% | N/A | 6.74 |
Raymond James Financial, Inc. (RJF) | 9.76% | $34.07B | 14.78% | 84.33% | 1.07 |
Ameriprise Financial, Inc. (AMP) | 9.75% | $54.85B | 12.02% | 52.64% | 2.47 |
Coinbase Global, Inc. (COIN) | 8.91% | $75.71B | 78.77% | 81.09% | 7.36 |
Affiliated Managers Group, Inc. (AMG) | 8.30% | $5.60B | -21.13% | 97.96% | 4.51 |
T. Rowe Price Group, Inc. (TROW) | 7.80% | $27.47B | 6.88% | 81.36% | 3.25 |
QUALCOMM, Inc. (QCOM) | 7.11% | $181.13B | 8.77% | 56.21% | 4.99 |
Market data by FactSet