The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
TCW Transform 500 ETF VOTE
Morningstar’s Analysis VOTE
Will VOTE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 7.21 | 48.0 Mil | Technology |
Apple Inc | 6.73 | 44.8 Mil | Technology |
NVIDIA Corp | 6.43 | 42.8 Mil | Technology |
Amazon.com Inc | 3.91 | 26.0 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.35 | 15.7 Mil | Communication Services |
Alphabet Inc Class A | 2.30 | 15.3 Mil | Communication Services |
Alphabet Inc Class C | 2.07 | 13.8 Mil | Communication Services |
Broadcom Inc | 1.66 | 11.0 Mil | Technology |
Eli Lilly and Co | 1.60 | 10.6 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 1.54 | 10.2 Mil | Financial Services |