I
Capital Markets

IWTTCM

Index Performance

+29.32%
IWTTCM
+9.67%
SPY
Sep 3, 2024Sep 11, 2024Sep 19, 2024Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Dec 2, 2024-10%0%10%20%30%40%

Overview

Description

Trendfollowing capital markets stocks

  • TickerIWTTCM
  • Inception Date03/28/2024
  • WeightingEqual
  • # of holdings10
What's inside?
Sectors
  • Finance
    92.89%
  • Electronic Technology
    7.11%

Holdings

All holdings as of December 2, 2024
CSV download
Piper Sandler Cos. (PIPR)12.99%$6.10B27.68%91.32%3.27
Interactive Brokers Group, Inc. (IBKR)12.36%$78.45B17.08%94.19%-2.85
Evercore, Inc. (EVR)12.08%$11.63B28.55%98.75%3.53
The Goldman Sachs Group, Inc. (GS)10.94%$188.88B8.11%N/A6.74
Raymond James Financial, Inc. (RJF)9.76%$34.07B14.78%84.33%1.07
Ameriprise Financial, Inc. (AMP)9.75%$54.85B12.02%52.64%2.47
Coinbase Global, Inc. (COIN)8.91%$75.71B78.77%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%$27.47B6.88%81.36%3.25
QUALCOMM, Inc. (QCOM)7.11%$181.13B8.77%56.21%4.99
Market data by FactSet