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PWRD

TCW Transform Systems ETF
1W: -2.9% 1M: -11.1% 3M: -0.6% YTD: -1.6% 1Y: +30.9% 3Y: +104.0%
$97.31
-4.21 (-4.15%)
After Hours: $91.00 (-6.31, -6.48%)
ETF NASDAQ · AUM $682.3M
ETF-Level Metrics
AUM$682M
Holdings31
Top 10 Wt52.2%
Beta1.14
% Profitable88%
Coverage98%
Portfolio Valuation
P/E8.8
P/B2.6
P/S2.9
EV/EBITDA17.1
P/FCF13.1
PEG0.17
Profitability & Returns
Gross Margin50.7%
Net Margin32.7%
ROE32.8%
ROA18.3%
ROIC36.1%
Div Yield0.71%
Leverage & Liquidity
Debt/Equity0.27
Debt/Assets0.15
Net Debt/EBITDA-0.4x
Interest Cov64.9x
Current Ratio1.94
Quick Ratio1.68
Growth (YoY)
Revenue+14.6%
Net Income+70.0%
EPS+70.1%
FCF+47.0%
EBITDA+22.7%
Rev CAGR 3Y+9.5%
Quality Scores
Piotroski F6.7
Altman Z5.96
IS Quality75.9
IS Overall65.8
IS Value39.9
Median P/E34.4

Sector Breakdown

7 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 16 57.1% 17.9
Technology 7 23.2% 37.6
Energy 3 7.9% 48.3
Utilities 3 7.4% 47.8
Basic Materials 1 2.0% 30.8
Other 3 1.4%
Consumer Cyclical 1 1.0% 316.9

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 4.44% 4 Bullish 1 10 -3.8%
GEV GE Vernova Inc. 4.29% 4 Bullish 8 7 -0.1%
UNP Union Pacific Corporation 2.15% 4 Bullish 37 3 -4.4%
Showing 34 of 34 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 GENERAL ELECTRIC GE 8.86% $107.9M 358,596 35.0 $300.9B Industrials
2 SAFRAN SA /EUR/ SAF.PA 7.63% $93.0M 264,322 16.4 $117.4B Industrials
3 VERTIV HOLDINGS CO-A VRT 7.33% $89.3M 337,510 72.4 $96.6B Industrials
4 BROADCOM INC AVGO 4.44% $54.1M 171,158 58.7 $1.5T Technology
5 GE VERNOVA INC GEV 4.29% $52.3M 60,875 48.6 $236.9B Utilities
6 APPLIED MATERIALS INC AMAT 4.17% $50.8M 145,400 34.2 $268.7B Technology
7 TRANE TECHNOLOGIES PLC TT 4.03% $49.1M 115,102 31.2 $90.3B Industrials
8 SIEMENS ENERGY AG /EUR/ ENR.DE 3.89% $47.4M 271,649 68.0 $128.5B Industrials
9 KLA CORP KLAC 3.77% $45.9M 30,982 41.9 $190.7B Technology
10 SANDVIK AB /SEK/ SAND.ST 3.75% $45.7M 1,198,871 29.7 $435.8B Industrials
11 EXXON MOBIL CORP XOM 3.71% $45.2M 286,615 24.8 $689.1B Energy
12 AIRBUS SE /EUR/ AIR.PA 3.50% $42.6M 218,306 24.7 $129.0B Industrials
13 CAMECO CORP CCO.TO 3.18% $38.8M 354,452 107.1 $63.1B Energy
14 ARISTA NETWORKS INC ANET 3.17% $38.6M 283,390 43.9 $154.3B Technology
15 SCHNEIDER ELEC SA /EUR/ SU.PA 3.06% $37.3M 128,365 32.2 $133.9B Industrials
16 MICROSOFT CORP MSFT 2.98% $36.4M 92,787 22.8 $2.7T Technology
17 QNITY ELECTRONICS INC Q 2.92% $35.5M 311,620 34.1 $23.6B Technology
18 POWELL INDUSTRIES INC POWL 2.58% $31.5M 62,684 33.9 $6.4B Industrials
19 MIRION TECHNOLOGIES INC MIR 2.47% $30.1M 1,546,689 154.9 $4.5B Industrials
20 UNION PACIFIC CORP UNP 2.15% $26.2M 110,840 19.9 $141.9B Industrials
21 VISTRA CORP VST 2.12% $25.8M 151,742 54.8 $51.6B Utilities
22 CATERPILLAR INC CAT 2.08% $25.3M 36,461 37.0 $329.1B Industrials
23 BLOOM ENERGY CORP- A BE 2.06% $25.0M 159,975 -398.1 $31.6B Industrials
24 MARTIN MARIETTA MATERIALS MLM 2.04% $24.9M 43,772 30.8 $35.0B Basic Materials
25 TAIWAN SEMICONDUCTOR-SP ADR TSM 1.73% $21.1M 62,233 27.8 $1.7T Technology
26 QUANTA SERVICES INC PWR 1.51% $18.3M 32,079 80.5 $81.6B Industrials
27 REPUBLIC SERVICES INC RSG 1.21% $14.8M 66,601 31.4 $67.3B Industrials
28 CONSTELLATION ENERGY CEG 1.02% $12.4M 39,154 39.8 $92.2B Utilities
29 FIRST SOLAR INC FSLR 1.00% $12.1M 61,364 13.0 $19.9B Energy
30 TESLA INC TSLA 0.99% $12.1M 30,840 316.9 $1.4T Consumer Cyclical
31 FORGENT POWER SOLUTIONS INC FPS 0.99% $12.1M 353,390 $7.0B Industrials
32 CASHEUR Cash 0.95% $11.6M 10,123,278
33 CASHUSD Cash 0.31% $3.8M 3,785,302
34 NET OTHER ASSETS Private 0.10% $1.2M 1,178,774

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