PWRD - ETF AI Analysis
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Tcw Transform Systems Etf (PWRD)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains over the past month, three months, and year-to-date, showing solid recent momentum.
Leading Growth-Oriented Holdings
Several top positions, including Vertiv, Broadcom, Applied Materials, KLA, Trane, Sandvik, and Venture Global, have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Yet Global Exposure
While most assets are in U.S. companies, the fund also includes meaningful exposure to France, Sweden, and Germany, adding some international diversification.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high, which means more of the returns are used to cover fees instead of going to investors.
Sector Concentration Risk
A large share of the portfolio is concentrated in industrials and technology, so a downturn in these sectors could hurt the ETF more than a broadly diversified fund.
Top Holdings Weak Spots
Some major positions like GE Aerospace and Safran have shown weak year-to-date performance, which can offset gains from stronger holdings.
PWRD vs. SPDR S&P 500 ETF (SPY)
AUM1.42B
RegionNorth America
Expense Ratio0.75%
Beta1.12
IssuerTCW
Inception DateFeb 02, 2022
Dividend Yield0.3%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume205,818
30 Day Avg. Volume111,755
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
128.85Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PWRD Summary
PWRD (TCW Transform Systems ETF) is a theme-based fund that focuses on companies helping modernize and improve large industrial and technology systems, mainly in the U.S. It does not track a traditional index, but instead selects firms tied to the “low carbon” and efficiency theme. Top holdings include well-known names like GE Aerospace and Broadcom. Someone might invest in this ETF to seek long-term growth and diversification across industrial and tech leaders that benefit from the shift to cleaner, more efficient systems. However, its value can go up and down with the market and its focus on these sectors.
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 ETF leans heavily on U.S. industrials and climate-focused infrastructure, with a strong North American tilt and a dash of global exposure via Safran. Vertiv and Powell Industries are doing the heavy lifting, rising on the back of data-center and grid-upgrade demand, while Venture Global adds extra spark despite some financial wobble. On the tech side, Broadcom and Applied Materials keep the semiconductor theme humming, even if signals are a bit mixed. Offsetting that strength, GE Aerospace, Safran, and Trane have been lagging, occasionally putting sand in the fund’s gears.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| GE Aerospace | 7.60% | $119.77M | $315.96B | 30.07% | 72 Outperform | |
| Vertiv Holdings | 7.46% | $117.54M | $125.78B | 195.03% | 77 Outperform | |
| Powell Industries | 5.06% | $79.76M | $10.17B | 383.29% | 76 Outperform | |
| Broadcom | 4.98% | $78.51M | $1.96T | 79.08% | 76 Outperform | |
| SAFRAN SA | 4.94% | $77.75M | €125.70B | 14.47% | 67 Neutral | |
| GE Vernova Inc. | 4.75% | $74.82M | $279.13B | 127.03% | 69 Neutral | |
| Applied Materials | 4.36% | $68.60M | $343.12B | 181.09% | 77 Outperform | |
| Venture Global, Inc. Class A | 4.30% | $67.69M | $34.36B | 4.12% | 58 Neutral | |
| KLA | 3.90% | $61.49M | $246.67B | 154.91% | 77 Outperform | |
| Trane Technologies | 3.74% | $58.89M | $99.70B | 5.77% | 70 Outperform |
PWRD Technical Analysis
Positive
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Price Trends
107.62
Positive
105.10
Positive
100.94
Positive
Market Momentum
1.05
Positive
54.10
Neutral
74.32
Neutral
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 112.37, equal to the 50-day MA of 107.62, and equal to the 200-day MA of 100.94, indicating a bullish trend. The MACD of 1.05 indicates Positive momentum. The RSI at 54.10 is Neutral, neither overbought nor oversold. The STOCH value of 74.32 is Neutral, 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
112.53
30.56
37.28%
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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LCTU
BlackRock U.S. Carbon Transition Readiness ETF
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UTES
Virtus Reaves Utilities 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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