TCW Transform Systems ETF (PWRD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders123of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.59x

74th percentile

83 buying32 selling

+22

New

-8

Closed

+3.6M

Net shares

Ownership Concentration

Top 5: 77.3%Top 10: 85.6%

Dynasty Wealth Management,33.1%

JPMORGAN CHASE &17.2%

OpenArc Corporate Advisory,11.8%

SAGESPRING WEALTH PARTNERS,10.6%

Quotient Wealth Partners,4.7%

Others (118)22.7%

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Conviction-Weighted Ownership

Median weight: 1.66%Avg weight: 1.84%Max: 5.60%High conviction (>1%): 5

Dynasty Wealth Management,

JPMORGAN CHASE &

OpenArc Corporate Advisory,

SAGESPRING WEALTH PARTNERS,

Quotient Wealth Partners,

LPL Financial

RAYMOND JAMES FINANCIAL

WCG Wealth Advisors

WELLS FARGO & COMPANY/MN

UNIQUE WEALTH,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders123of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.59x

74th percentile

83 buying32 selling

+22

New

-8

Closed

+3.6M

Net shares

Ownership Concentration

Top 5: 77.3%Top 10: 85.6%

Dynasty Wealth Management,33.1%

JPMORGAN CHASE &17.2%

OpenArc Corporate Advisory,11.8%

SAGESPRING WEALTH PARTNERS,10.6%

Quotient Wealth Partners,4.7%

Others (118)22.7%

Crowding AnalysisCrowded

Holders123of 5,944

Avg: 68

Uncrowded88th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.59x

74th percentile

83 buying32 selling

+22

New

-8

Closed

+3.6M

Net shares

Ownership Concentration

Top 5: 77.3%Top 10: 85.6%

Dynasty Wealth Management,33.1%

JPMORGAN CHASE &17.2%

OpenArc Corporate Advisory,11.8%

SAGESPRING WEALTH PARTNERS,10.6%

Quotient Wealth Partners,4.7%

Others (118)22.7%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2022-03

$23,355

PWRD · +134%

$17,518

S&P 500 · +75%

+$5,836

ahead of the index

Total return (5Y)

+134%

S&P 500

+75%

vs. market

+58%

outperformed

Annualized

22.1%

mkt 14.1%

Volatility

23%

annualized

Beta

1.20

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

PWRDS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

PWRD (solid)S&P 500 (outline)Green = positive year, red = negative. Number = PWRD's return.

Beat the market

4 / 5 yrs

80% win rate

Best year

+33%

2025

Worst year

-12%

2022

Worst drawdown

-19%

recovered in 6 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -19%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position