DFG
PWRD

DWM Financial Group’s TCW Transform Systems ETF PWRD Stock Holding History

DWM Financial Group’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 		$6.21M Buy
+64,622
New +$7.21M 5.54% 7

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM Financial Group's PWRD Position: Q2 2026 in Review

DWM Financial Group opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 64,622 shares worth $6.21M. The stake represents 5.54% of the portfolio and ranks #7 among its holdings.

143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • DWM Financial Group held 64,622 shares of TCW Transform Systems ETF worth $6.21M as of Q2 2026.
  • TCW Transform Systems ETF was a new DWM Financial Group position in Q2 2026.
  • TCW Transform Systems ETF made up 5.54% of DWM Financial Group's portfolio in Q2 2026, its #7 holding.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.