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PWRD - ETF AI Analysis
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Tcw Transform Systems Etf (PWRD)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as GE Aerospace and Talen Energy Corp, have delivered strong year-to-date performance, driving the fund’s returns.
Sector Focus on Industrials
The ETF’s heavy exposure to the industrials sector aligns with strong-performing companies in aerospace and infrastructure.
Healthy Geographic Diversification
While primarily U.S.-focused, the fund includes exposure to France and Sweden, adding some international diversification.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to similar funds, which could eat into investor returns over time.
Over-Concentration in Industrials
With over 60% of the portfolio in industrials, the fund is highly sensitive to downturns in this single sector.
Limited Global Exposure
The ETF is heavily weighted toward U.S. companies, leaving investors vulnerable to domestic market risks.
PWRD vs. SPDR S&P 500 ETF (SPY)
AUM956.87M
RegionNorth America
Expense Ratio0.75%
Beta1.16
IssuerTCW
Inception DateFeb 02, 2022
Dividend Yield0.29%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume94,528
30 Day Avg. Volume87,149
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
114.20Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PWRD Summary
The Tcw Transform Systems ETF (ticker: PWRD) focuses on companies driving the transition to a low-carbon economy. It includes firms innovating in renewable energy, sustainable technologies, and climate solutions. Some of its top holdings are well-known names like GE Aerospace and Microsoft, offering exposure to industries like technology and industrials. This ETF could appeal to investors looking to align their financial goals with environmental values while supporting the global push for sustainability. However, new investors should be aware that the fund’s performance is closely tied to the success of the low-carbon sector, which can be influenced by market trends and regulatory changes.
How much will it cost me?The TCW Transform Systems ETF (PWRD) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specific theme like low-carbon industries, which requires more research and oversight compared to passively managed funds.
What would affect this ETF?The ETF's focus on sustainable industries and its exposure to sectors like Industrials and Technology could benefit from increased global investment in renewable energy and climate solutions, as governments and companies prioritize reducing carbon emissions. However, it may face challenges if economic conditions weaken, leading to reduced funding for green initiatives, or if regulatory changes impact the profitability of its top holdings in the U.S. market.
PWRD Top 10 Holdings
The Engine No 1 Transform Climate ETF is heavily tilted toward industrials, with names like GE Aerospace and Safran SA leading the charge. GE Aerospace has been a steady performer, buoyed by strong revenue growth, while Safran’s mixed results reflect profitability challenges despite solid cash flow. Vertiv Holdings, a standout in the technology sector, has been rising on robust earnings, though caution lingers due to valuation concerns. Meanwhile, Vistra Energy and Republic Services are lagging, weighed down by bearish momentum and operational hurdles. Overall, the fund’s U.S.-centric focus and low-carbon theme showcase a clear commitment to sustainability-driven innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| GE Aerospace | 9.35% | $90.22M | $299.15B | 74.98% | 72 Outperform | |
| SAFRAN SA | 8.01% | $77.29M | €122.52B | 38.81% | 67 Neutral | |
| Vertiv Holdings | 7.34% | $70.81M | $69.52B | 42.88% | 77 Outperform | |
| Broadcom | 6.97% | $67.30M | $1.95T | 124.94% | 77 Outperform | |
| Airbus Group SE | 5.28% | $50.98M | $180.17B | 34.00% | 68 Neutral | |
| Vistra Energy | 4.64% | $44.76M | $55.96B | 20.35% | 63 Neutral | |
| Mirion Technologies | 4.54% | $43.86M | $6.40B | 48.11% | 66 Neutral | |
| Talen Energy Corp | 4.51% | $43.49M | $16.38B | 76.11% | 52 Neutral | |
| Republic Services | 4.40% | $42.50M | $64.25B | 0.50% | 72 Outperform | |
| Trane Technologies | 3.90% | $37.65M | $88.50B | 0.93% | 70 Outperform |
PWRD Technical Analysis
Negative
―
Price Trends
98.60
Negative
96.39
Negative
87.18
Positive
Market Momentum
-0.06
Negative
45.40
Neutral
64.08
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PWRD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 96.72, equal to the 50-day MA of 98.60, and equal to the 200-day MA of 87.18, indicating a neutral trend. The MACD of -0.06 indicates Negative momentum. The RSI at 45.40 is Neutral, neither overbought nor oversold. The STOCH value of 64.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PWRD.
PWRD Peer Comparison
Comparison Results
Performance Comparison
PWRD
Tcw Transform Systems Etf
96.25
20.70
27.40%
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AIPI
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LFGY
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DUNK
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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