PWRD - ETF AI Analysis
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Tcw Transform Systems Etf (PWRD)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The fund has delivered solid gains so far this year, suggesting its strategy has recently worked well for investors.
Leading Holdings with Strong Momentum
Several of the largest positions, especially in technology and industrial names, have shown very strong performance, helping drive the ETF’s returns.
Focused Yet Globally Diversified Exposure
While most assets are in U.S. companies, the fund also includes holdings from Europe and Canada, adding some international diversification.
Negative Factors
High Expense Ratio
The fund’s fees are relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Heavy Concentration in Industrials
More than half of the portfolio is in industrial companies, which increases the risk if this single sector faces a downturn.
Recent Short-Term Weakness
The ETF has experienced a recent pullback over the past month, which may signal higher short-term volatility for investors.
PWRD vs. SPDR S&P 500 ETF (SPY)
AUM1.52B
RegionNorth America
Expense Ratio0.75%
Beta1.13
IssuerTCW
Inception DateFeb 02, 2022
Dividend Yield0.06%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume94,148
30 Day Avg. Volume112,052
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
131.51Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PWRD Summary
PWRD (TCW Transform Systems ETF) is a themed fund that focuses on companies helping modernize and decarbonize industrial systems, with a strong tilt toward industrial and technology firms. It doesn’t track a traditional index, but instead follows a low‑carbon, climate-focused theme, holding well-known names like GE Aerospace and Broadcom. Someone might invest in this ETF to seek long-term growth while supporting the shift toward cleaner, more efficient infrastructure and technology. A key risk is that it’s concentrated in a specific theme and sectors, so its price can swing more than a broadly diversified market fund.
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
This climate-focused ETF leans heavily into industrials and advanced tech, with GE Aerospace and Safran acting as steady engines for performance despite some recent choppiness. The real horsepower comes from semiconductor names like Applied Materials, KLA, and Broadcom, which have been rising over the year even if their short-term moves look a bit mixed. Vertiv and Powell Industries, tied to power and infrastructure, have lost some near-term steam but still support the longer-term story. While the fund is mostly U.S.-centric, its Airbus and Safran stakes add a global aviation twist to this low-carbon transition theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| GE Aerospace | 10.07% | $151.25M | $373.60B | 33.56% | 72 Outperform | |
| SAFRAN SA | 5.58% | $83.81M | €141.08B | 21.93% | 67 Neutral | |
| Applied Materials | 5.36% | $80.46M | $403.07B | 183.45% | 77 Outperform | |
| Vertiv Holdings | 5.21% | $78.20M | $93.00B | 87.62% | 77 Outperform | |
| Venture Global, Inc. Class A | 4.97% | $74.67M | $33.24B | -12.39% | 58 Neutral | |
| Union Pacific | 4.37% | $65.63M | $173.55B | 31.15% | 72 Outperform | |
| KLA | 4.15% | $62.32M | $238.81B | 99.59% | 77 Outperform | |
| Broadcom | 4.12% | $61.83M | $1.85T | 31.74% | 76 Outperform | |
| Powell Industries | 4.11% | $61.70M | $7.60B | 186.38% | 76 Outperform | |
| Airbus Group SE | 4.09% | $61.44M | $183.57B | 21.05% | 68 Neutral |
PWRD Technical Analysis
Positive
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Price Trends
113.45
Negative
109.99
Positive
105.07
Positive
Market Momentum
-1.16
Negative
52.19
Neutral
81.54
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PWRD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 110.81, equal to the 50-day MA of 113.45, and equal to the 200-day MA of 105.07, indicating a neutral trend. The MACD of -1.16 indicates Negative momentum. The RSI at 52.19 is Neutral, neither overbought nor oversold. The STOCH value of 81.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PWRD.
PWRD Peer Comparison
Comparison Results
Performance Comparison
PWRD
Tcw Transform Systems Etf
112.67
18.65
19.84%
THRO
Ishares U.S. Thematic Rotation Active Etf
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JTEK
JPMorgan U.S. Tech Leaders ETF
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DFAR
Dimensional US Real Estate ETF
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UTES
Virtus Reaves Utilities ETF
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LCTU
BlackRock U.S. Carbon Transition Readiness ETF
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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.
DisclaimerThis 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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