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SUPP

TCW Transform Supply Chain ETF
1W: -1.6% 1M: -9.4% 3M: +2.4% YTD: -2.3% 1Y: +15.8% 3Y: +51.0%
$69.64
-1.77 (-2.48%)
After Hours: $69.70 (+0.06, +0.09%)
ETF NASDAQ · AUM $11.3M
ETF-Level Metrics
AUM$11M
Holdings28
Top 10 Wt60.2%
Beta1.23
% Profitable87%
Coverage93%
Portfolio Valuation
P/E4.9
P/B1.6
P/S2.1
EV/EBITDA17.1
P/FCF8.1
PEG0.20
Profitability & Returns
Gross Margin60.7%
Net Margin42.0%
ROE36.2%
ROA23.2%
ROIC45.6%
Div Yield1.08%
Leverage & Liquidity
Debt/Equity0.22
Debt/Assets0.15
Net Debt/EBITDA-0.6x
Interest Cov158.4x
Current Ratio2.50
Quick Ratio2.29
Growth (YoY)
Revenue+17.0%
Net Income+24.0%
EPS+25.1%
FCF+25.1%
EBITDA+28.2%
Rev CAGR 3Y+15.7%
Quality Scores
Piotroski F7.1
Altman Z10.37
IS Quality77.5
IS Overall60.0
IS Value43.5
Median P/E31.4

Sector Breakdown

5 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 17 52.1% -11.8
Technology 7 32.8% 43.9
Basic Materials 2 8.8% 30.6
Consumer Cyclical 2 5.8% 28.7
Other 2 0.6%

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 6.09% 4 Bullish 1 11 -3.5%
CRS Carpenter Technology Corporation 5.13% 4 Bullish 10 5 +8.6%
FERG Ferguson plc 2.87% 4 Bullish 28 1 -0.9%
Showing 30 of 30 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.97% $854,555 4,737 35.0 $4.2T Technology
2 TAIWAN SEMICONDUCTOR-SP ADR TSM 7.40% $793,915 2,338 27.8 $1.7T Technology
3 MARTIN MARIETTA MATERIALS MLM 6.47% $693,430 1,221 29.7 $33.8B Basic Materials
4 FORGENT POWER SOLUTIONS INC FPS 6.40% $686,000 20,000 $7.8B Industrials
5 BROADCOM INC AVGO 6.09% $653,027 2,067 59.0 $1.5T Technology
6 TRANSDIGM GROUP INC TDG 5.89% $631,168 526 34.8 $66.5B Industrials
7 EATON CORP PLC 0Y3K.L 5.21% $558,837 1,550 33.9 $137.9B Industrials
8 GFL ENVIRONMENTAL INC-SUB VT GFL.TO 5.16% $553,772 13,073 -13.4 $19.4B Industrials
9 CARPENTER TECHNOLOGY CRS 5.13% $550,595 1,421 41.7 $18.1B Industrials
10 ASML HOLDING NV-NY REG SHS ASML 4.44% $475,665 351 45.4 $507.7B Technology
11 TRANE TECHNOLOGIES PLC TT 3.79% $406,645 953 31.4 $91.0B Industrials
12 LAM RESEARCH CORP LRCX 3.22% $345,155 1,536 46.3 $285.2B Technology
13 AMAZON.COM INC AMZN 3.18% $341,458 1,627 28.3 $2.2T Consumer Cyclical
14 FERGUSON ENTERPRISES INC FERG 2.87% $307,720 1,387 20.6 $42.3B Industrials
15 ADVANCED DRAINAGE SYSTEMS IN WMS 2.83% $303,138 2,239 21.8 $10.3B Industrials
16 COGNEX CORP CGNX 2.69% $288,049 5,776 72.0 $8.2B Technology
17 O'REILLY AUTOMOTIVE INC ORLY 2.62% $280,967 3,203 29.0 $73.7B Consumer Cyclical
18 CANADIAN PACIFIC KANSAS CITY CP.TO 2.40% $257,886 3,226 23.3 $96.6B Industrials
19 VULCAN MATERIALS CO VMC 2.29% $245,483 952 31.5 $34.1B Basic Materials
20 SIEMENS AG-REG /EUR/ SIE.DE 1.88% $201,371 805 20.0 $159.6B Industrials
21 SAIA INC SAIA 1.75% $187,448 581 33.4 $8.5B Industrials
22 API GROUP CORP APG 1.74% $187,074 4,555 56.1 $17.0B Industrials
23 CATERPILLAR INC CAT 1.65% $176,873 255 35.8 $318.6B Industrials
24 SYMBOTIC INC SYM 1.59% $171,005 3,416 -533.0 $30.9B Industrials
25 CSX CORP CSX 1.48% $158,560 4,000 24.6 $71.0B Industrials
26 WASTE CONNECTIONS INC WCN.TO 1.40% $150,122 917 38.5 $57.3B Industrials
27 PTC INC PTC 0.99% $105,677 704 21.8 $17.8B Technology
28 WILLSCOT HOLDINGS CORP WSC 0.91% $97,064 5,572 -58.3 $3.1B Industrials
29 CASHUSD Cash 0.50% $53,494 53,494
30 NET OTHER ASSETS Private 0.07% $7,048 7,048

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