Index Performance
+10.17%
IWTTCM
+2.96%
SPY
Overview
Description
Trendfollowing capital markets stocks
- TickerIWTTCM
- Inception Date03/28/2024
- WeightingEqual
- # of holdings10
What's inside?
Sectors
- Finance92.61%
- Electronic Technology7.39%
Holdings
All holdings as of January 17, 2025
CSV download
Interactive Brokers Group, Inc. (IBKR) | 12.97% | $80.32B | 17.08% | 94.19% | -4.71 |
Piper Sandler Cos. (PIPR) | 11.82% | $5.41B | 27.68% | 91.32% | 3.27 |
The Goldman Sachs Group, Inc. (GS) | 11.71% | $196.49B | 16.71% | N/A | 5.42 |
Evercore, Inc. (EVR) | 11.47% | $10.76B | 28.55% | 98.75% | 3.53 |
Raymond James Financial, Inc. (RJF) | 10.03% | $34.20B | 14.78% | 84.33% | 1.07 |
Ameriprise Financial, Inc. (AMP) | 9.75% | $53.57B | 12.02% | 52.64% | 2.47 |
Coinbase Global, Inc. (COIN) | 8.91% | $73.97B | 78.77% | 81.09% | 7.36 |
Affiliated Managers Group, Inc. (AMG) | 8.57% | $5.65B | -21.13% | 97.96% | 4.51 |
QUALCOMM, Inc. (QCOM) | 7.39% | $182.83B | 8.77% | 56.21% | 4.99 |
T. Rowe Price Group, Inc. (TROW) | 7.39% | $25.15B | 6.88% | 81.36% | 3.25 |
Market data by FactSet