I
Capital Markets

IWTTCM

Index Performance

+10.17%
IWTTCM
+2.96%
SPY
Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 29, 2024Dec 9, 2024Dec 17, 2024Dec 26, 2024Jan 6, 2025Jan 17, 2025-10%0%10%20%

Overview

Description

Trendfollowing capital markets stocks

  • TickerIWTTCM
  • Inception Date03/28/2024
  • WeightingEqual
  • # of holdings10
What's inside?
Sectors
  • Finance
    92.61%
  • Electronic Technology
    7.39%

Holdings

All holdings as of January 17, 2025
CSV download
Interactive Brokers Group, Inc. (IBKR)12.97%$80.32B17.08%94.19%-4.71
Piper Sandler Cos. (PIPR)11.82%$5.41B27.68%91.32%3.27
The Goldman Sachs Group, Inc. (GS)11.71%$196.49B16.71%N/A5.42
Evercore, Inc. (EVR)11.47%$10.76B28.55%98.75%3.53
Raymond James Financial, Inc. (RJF)10.03%$34.20B14.78%84.33%1.07
Ameriprise Financial, Inc. (AMP)9.75%$53.57B12.02%52.64%2.47
Coinbase Global, Inc. (COIN)8.91%$73.97B78.77%81.09%7.36
Affiliated Managers Group, Inc. (AMG)8.57%$5.65B-21.13%97.96%4.51
QUALCOMM, Inc. (QCOM)7.39%$182.83B8.77%56.21%4.99
T. Rowe Price Group, Inc. (TROW)7.39%$25.15B6.88%81.36%3.25
Market data by FactSet