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TCW Transform 500 ETF
1W: -0.7% 1M: +4.3% 3M: +8.0% YTD: +8.7% 1Y: +25.9% 3Y: +89.3%
$87.71
+0.41 (+0.46%)
 
Weekly Expected Move ±1.6%
$84 $85 $87 $88 $90
ETF NASDAQ · AUM $1.0B
Key Statistics
AUM$1.0B
Holdings501
Top 10 Wt38.9%
Volume18,568
Avg Volume30,133
Beta1.02
Portfolio Fundamentals
P/E36.2
P/B13.5
Div Yield1.04%
ROE41.2%
% Profitable91%
Inception2021-06-23
Sector Allocation
Technology 37.5%
Financial Services 11.3%
Communication Services 11.1%
Consumer Cyclical 9.7%
Healthcare 8.3%
Industrials 7.9%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP NVDA 8.12% $87.1M 391,762
2 APPLE INC AAPL 6.81% $73.0M 245,230
3 MICROSOFT CORP MSFT 4.90% $52.6M 124,160
4 AMAZON.COM INC AMZN 4.05% $43.5M 164,057
5 ALPHABET INC-CL A GOOGL 3.60% $38.6M 97,347
6 ALPHABET INC-CL C GOOG 3.10% $33.3M 84,618
7 BROADCOM INC AVGO 3.05% $32.7M 77,770
8 META PLATFORMS INC-CLASS A META 2.08% $22.4M 36,571
9 TESLA INC TSLA 1.80% $19.3M 47,120
10 BERKSHIRE HATHAWAY INC-CL B BRK-B 1.40% $15.0M 30,757

Recent Holding Changes

Date Holding Change Details
2026-05-21 BKNG Changed 13302 → 13305
2026-05-21 IQV Changed 2816 → 2817
2026-05-21 FTV Changed 5304 → 5305
2026-05-21 TSCO Changed 8504 → 8507
2026-05-21 CMCSA Changed 60752 → 60770

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