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Not Investment Advice

PWRD

TCW Transform Systems ETF
1W: -3.4% 1M: +1.2% 3M: +2.8% YTD: +11.9% 1Y: +37.2% 3Y: +128.6%
$111.74
+1.29 (+1.17%)
 
Weekly Expected Move ±3.8%
$103 $108 $112 $116 $121
ETF NASDAQ · AUM $783.4M
Key Statistics
AUM$783M
Holdings33
Top 10 Wt50.9%
Volume59,671
Avg Volume114,946
Beta1.27
Portfolio Fundamentals
P/E5.3
P/B1.9
Div Yield0.56%
ROE38.7%
% Profitable88%
Inception2022-02-03
Sector Allocation
Industrials 57.2%
Technology 22.3%
Energy 11.0%
Utilities 7.3%
Other 2.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 GENERAL ELECTRIC GE 8.30% $124.5M 414,825
2 VERTIV HOLDINGS CO-A VRT 6.59% $98.8M 313,081
3 GE VERNOVA INC GEV 4.91% $73.7M 71,904
4 VENTURE GLOBAL INC-CL A VG 4.91% $73.7M 5,254,795
5 POWELL INDUSTRIES INC POWL 4.82% $72.3M 266,740
6 SAFRAN SA /EUR/ SAF.PA 4.59% $68.9M 209,628
7 APPLIED MATERIALS INC AMAT 4.47% $67.1M 157,110
8 BROADCOM INC AVGO 4.44% $66.6M 159,519
9 KLA CORP KLAC 3.97% $59.5M 32,545
10 TRANE TECHNOLOGIES PLC TT 3.91% $58.6M 129,743

Recent Holding Changes

Date Holding Change Details
2026-05-22 Q Changed 308410 → 309999
2026-05-22 GE Changed 412697 → 414825
2026-05-22 AVGO Changed 158700 → 159519
2026-05-22 HPS-A.TO Changed 67485 → 67835
2026-05-22 TSM Changed 95329 → 95819

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms