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Edge Capital Group’s TCW Transform Systems ETF PWRD Stock Holding History

Edge Capital 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
2024
Q4 		$216K Sell
2,974
-649
-18% -$48.8K 0.01% 302
2024
Q3 		$268K Hold
3,623
– – 0.01% 276
2024
Q2 		$247K Hold
3,623
– – 0.01% 285
2024
Q1 		$248K Hold
3,623
– – 0.01% 284
2023
Q4 		$206K Buy
+3,623
New +$192K 0.01% 293

Other funds holding PWRD

Dynasty Wealth Management
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
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Edge Capital Group's PWRD Position: Q4 2024 in Review

Edge Capital Group reduced its TCW Transform Systems ETF (PWRD) stake by 18% in Q4 2024, selling an estimated $48.8K and leaving 2,974 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #302.

Edge Capital Group first reported a position in PWRD in Q4 2023 and has held it in 5 quarters since. The position peaked at $268K in Q3 2024. 50 funds tracked by Wall St. Rank hold PWRD as of Q4 2024.

  • Edge Capital Group held 2,974 shares of TCW Transform Systems ETF worth $216K as of Q4 2024.
  • Edge Capital Group sold 649 TCW Transform Systems ETF shares in Q4 2024, an estimated $48.8K.
  • TCW Transform Systems ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #302 holding.
  • Edge Capital Group first reported a position in TCW Transform Systems ETF in Q4 2023 and has held it in 5 quarters since.
  • Edge Capital Group's TCW Transform Systems ETF position peaked at $268K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.