MA
PWRD

Mutual Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Mutual Advisors’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
2023
Q1 		– Sell
-7,053
Closed -$334K – 1020
2022
Q4 		$334K Buy
+7,053
New +$346K 0.01% 709

Other funds holding PWRD

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $662M AUM 39.67% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $812M AUM 17.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return

Mutual Advisors's PWRD Position: Q1 2023 in Review

Mutual Advisors sold out of TCW Transform Systems ETF (PWRD) in Q1 2023, closing a stake of 7,053 shares — an estimated $334K sold.

Mutual Advisors first reported a position in PWRD in Q4 2022 and held it in 1 quarter. The position peaked at $334K in Q4 2022. 13 funds tracked by Wall St. Rank hold PWRD as of Q1 2023.

  • Mutual Advisors reported no remaining TCW Transform Systems ETF position as of Q1 2023 after selling out during the quarter.
  • Mutual Advisors sold 7,053 TCW Transform Systems ETF shares in Q1 2023, an estimated $334K.
  • Mutual Advisors first reported a position in TCW Transform Systems ETF in Q4 2022 and held it in 1 quarter.
  • Mutual Advisors's TCW Transform Systems ETF position peaked at $334K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2023.

Based on Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.