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PWRD - ETF AI Analysis
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Tcw Transform Systems Etf (PWRD)
Rating:67Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Industrial and Technology Exposure
A large portion of the fund is invested in industrial and technology companies, including several strong-performing names that have helped support returns.
Meaningful International Diversification
While most holdings are in the U.S., the fund also has notable exposure to France and Sweden, adding some geographic diversification.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Concentration in Industrials
With the majority of assets in the industrials sector, the ETF is heavily exposed to downturns or shocks in that part of the market.
Mixed Performance Among Top Holdings
Several of the largest positions have recently shown weak or negative performance, which could drag on the fund if this trend continues.
PWRD vs. SPDR S&P 500 ETF (SPY)
AUM1.20B
RegionNorth America
Expense Ratio0.75%
Beta1.12
IssuerTCW
Inception DateFeb 02, 2022
Dividend Yield0.37%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume84,312
30 Day Avg. Volume71,636
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
119.63Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering32
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 energy systems, with a tilt toward a lower-carbon future. It mainly holds U.S. industrial and technology firms and does not track a traditional index. Well-known holdings include GE Aerospace and Microsoft. Someone might invest in PWRD to seek long-term growth from companies upgrading power, transportation, and digital infrastructure while also supporting cleaner technologies. A key risk is that it is concentrated in a few 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 ETF leans heavily into industrials and climate-focused infrastructure, with GE Aerospace, Safran, and Airbus acting as the main engines of performance as their shares have generally been rising or at least holding steady. Mirion and Vertiv add extra lift, benefiting from growing demand for nuclear and power-related technologies. On the other side, big tech names like Microsoft and Broadcom have been losing steam lately, and utilities players Vistra and Talen are also lagging. While thematically green, the fund is mostly U.S.-centric with a notable dose of European industrial champions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| GE Aerospace | 9.11% | $107.20M | $343.05B | 56.57% | 72 Outperform | |
| SAFRAN SA | 8.34% | $98.10M | €140.27B | 36.28% | 67 Neutral | |
| Vertiv Holdings | 6.33% | $74.45M | $93.17B | 125.53% | 77 Outperform | |
| Airbus Group SE | 5.09% | $59.89M | $183.43B | 35.71% | 68 Neutral | |
| Broadcom | 4.40% | $51.79M | $1.58T | 45.81% | 76 Outperform | |
| Applied Materials | 4.14% | $48.71M | $285.05B | 112.17% | 77 Outperform | |
| Trane Technologies | 3.57% | $41.97M | $104.12B | 23.99% | 70 Outperform | |
| KLA | 3.53% | $41.56M | $192.71B | 91.07% | 77 Outperform | |
| GE Vernova Inc. | 3.38% | $39.77M | $220.79B | 117.90% | 69 Neutral | |
| Siemens Energy | 3.33% | $39.22M | €137.20B | 205.04% | 72 Outperform |
PWRD Technical Analysis
Positive
―
Price Trends
99.65
Positive
99.10
Positive
93.77
Positive
Market Momentum
1.93
Negative
65.52
Neutral
89.57
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 102.11, equal to the 50-day MA of 99.65, and equal to the 200-day MA of 93.77, indicating a bullish trend. The MACD of 1.93 indicates Negative momentum. The RSI at 65.52 is Neutral, neither overbought nor oversold. The STOCH value of 89.57 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
106.92
28.57
36.46%
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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―
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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.
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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