Capital Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

Capital Wealth Management’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Buy	15,969 +826	+5%	+$92.2K	0.47%	22
2026 Q1	$1.48M	Buy	15,143 +1,456	+11%	+$148K	0.4%	22
2025 Q4	$1.32M	Buy	13,687 +2,088	+18%	+$205K	0.43%	23
2025 Q3	$1.13M	Buy	11,599 +1,268	+12%	+$118K	0.39%	23
2025 Q2	$932K	Buy	10,331 +2,876	+39%	+$222K	0.35%	25
2025 Q1	$520K	Buy	7,455 +1,560	+26%	+$118K	0.22%	31
2024 Q4	$428K	Buy	+5,895	New	+$443K	0.18%	34

Other funds holding PWRD

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return