SWP
PWRD

Sagespring Wealth Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Sagespring Wealth Partners’s Portfolio PWRD Stock Details PWRD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202M Buy
2,244,387
+82,494
+4% +$7.44M 4.36% 5
2025
Q1 		$151M Buy
2,161,893
+256,007
+13% +$17.9M 3.8% 6
2024
Q4 		$138M Buy
+1,905,886
New +$138M 3.65% 6