SW
PWRD

Signify Wealth’s TCW Transform Systems ETF PWRD Stock Holding History

Signify Wealth’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 		$6.61M Buy
91,025
+4,847
+6% +$364K 7.46% 4
2024
Q3 		$6.37M Buy
86,178
+8,454
+11% +$584K 7.81% 3
2024
Q2 		$5.3M Sell
77,724
-2,839
-4% -$196K 7.63% 4
2024
Q1 		$5.51M Buy
80,563
+8,238
+11% +$506K 9.14% 3
2023
Q4 		$4.1M Buy
72,325
+25,498
+54% +$1.35M 6.19% 9
2023
Q3 		$2.4M Buy
+46,827
New +$2.46M 3.22% 11

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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 $2.07B AUM 16.66% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Signify Wealth's PWRD Position: Q4 2024 in Review

Signify Wealth increased its TCW Transform Systems ETF (PWRD) stake by 5.6% in Q4 2024, buying an estimated $364K and bringing the position to 91,025 shares worth $6.61M. The position accounts for 7.46% of the portfolio, ranked #4.

Signify Wealth first reported a position in PWRD in Q3 2023 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold PWRD as of Q4 2024.

  • Signify Wealth held 91,025 shares of TCW Transform Systems ETF worth $6.61M as of Q4 2024.
  • Signify Wealth bought 4,847 TCW Transform Systems ETF shares in Q4 2024, an estimated $364K.
  • TCW Transform Systems ETF made up 7.46% of Signify Wealth's portfolio in Q4 2024, its #4 holding.
  • Signify Wealth first reported a position in TCW Transform Systems ETF in Q3 2023 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.