NWM
PWRD

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

Napa Wealth Management’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$800K Buy
8,872
+2,510
+39% +$226K 0.38% 65
2025
Q1 		$444K Sell
6,362
-670
-10% -$46.7K 0.25% 127
2024
Q4 		$510K Buy
7,032
+275
+4% +$20K 0.22% 125
2024
Q3 		$500K Buy
6,757
+200
+3% +$14.8K 0.24% 98
2024
Q2 		$447K Buy
+6,557
New +$447K 0.3% 75