PowerShares WilderHill Clean Energy (PBW)

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3.98 +0.00  +0.00% NYSE Arca Jul 26, 15:54 Delayed 2m USD
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PBW Price Chart

PBW Key Stats

Expense Ratio (4-30-16) 0.70%
Assets Under Management (7-22-16) 93.07M
30-Day Average Volume (7-25-16) 83021.57
Net Asset Value (7-22-16) 3.95
Discount or Premium to NAV (7-22-16) 0.00%
Turnover Ratio (4-30-16) 60.00%

PBW Asset Allocation

Type % Net % Long % Short
Cash 0.04% 0.04% 0.00%
Stock 99.96% 99.96% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.00% 0.00% 0.00%
As of July 21, 2016

PBW Net Fund Flows

1M -4.100M
3M -3.888M
6M -3.126M
YTD -3.126M
1Y -5.151M
3Y -45.72M
5Y -135.22M
10Y 451.26M
As of June 30, 2016

PBW Net Share Class Flows

1M -4.100M
3M -3.888M
6M -3.126M
YTD -3.126M
1Y -5.151M
3Y -45.72M
5Y -135.22M
10Y 451.26M
As of June 30, 2016

PBW Region Exposure

Americas 85.90%
North America 82.58%
Latin America 3.32%
Greater Europe 0.00%
United Kingdom 0.00%
Europe Developed 0.00%
Europe Emerging 0.00%
Africa/Middle East 0.00%
Greater Asia 14.10%
Japan 3.57%
Australasia 0.00%
Asia Developed 0.00%
Asia Emerging 10.53%
Market Classification
% Developed Markets 86.15%
% Emerging Markets 13.85%
As of July 21, 2016
Region breakdown data is calculated by using the long position holdings of the portfolio.

PBW Stock Sector Exposure

Basic Materials 6.49%
Communication Services 0.00%
Consumer Cyclical 7.85%
Consumer Defensive 0.00%
Energy 3.10%
Financial Services 0.00%
Healthcare 0.00%
Industrials 10.84%
Real Estate 0.00%
Technology 50.15%
Utilities 21.56%
As of July 21, 2016

PBW Stock Market Capitalization

Giant 0.00%
Large 10.17%
Medium 12.42%
Small 50.12%
Micro 27.24%
As of July 21, 2016
View More Holdings

PBW Top 10 Holdings

Symbol Name % Weight Price % Chg
TERP TerraForm Power Inc Class A 4.13% 13.22 +1.69%
SCTY SolarCity Corp 3.83% 27.46 -0.15%
THRM Gentherm Inc 3.75% 37.69 +1.43%
AEIS Advanced Energy Industries Inc 3.73% 40.41 +1.15%
TSLA Tesla Motors Inc 3.68% 229.43 -0.25%
PLUG Plug Power Inc 3.60% 1.82 +0.00%
GLBL TerraForm Global Inc A 3.52% 3.63 -2.42%
TSL Trina Solar Ltd ADR 3.48% 8.64 +1.65%
SEDG SolarEdge Technologies Inc 3.42% 18.82 +1.40%
SPWR SunPower Corp 3.41% 15.63 +2.49%
As of July 21, 2016
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PBW Basic Info

Style
Equity Style Small Cap/Growth
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Prospectus Objective Specialty - Natural Resources
Fund Owner Firm Name PowerShares
Benchmark Index
WilderHill Clean Energy TR USD
100.0%

PBW Manager Info

Name Tenure
Jonathan Nixon 1.09 yrs
Michael Jeanette 7.59 yrs
Peter Hubbard 8.84 yrs
Tony Seisser 1.59 yrs

PBW Risk Info

Beta 1.617
Max Drawdown (All) 87.86%
Historical Sharpe (10Y) -0.2533
Historical Sortino (All) -0.2166
30-Day Rolling Volatility 27.58%
Daily Value at Risk (VaR) 1% (All) 6.38%
Monthly Value at Risk (VaR) 1% (All) 27.28%

PBW Fundamentals

Dividend Yield TTM (7-26-16) 2.44%
Weighted Average PE Ratio 11.92
Weighted Average Price to Sales Ratio 0.8242
Weighted Average Price to Book Ratio 1.371
Weighted Median ROE 0.60%
Weighted Median ROA -0.74%
Forecasted Dividend Yield 0.68%
Forecasted PE Ratio 17.63
Forecasted Price to Sales Ratio 1.022
Forecasted Price to Book Ratio 1.473
Number of Holdings 42
As of July 21, 2016

PBW Growth Estimates

Forecasted 5 Yr Earnings Growth 18.48%
Forecasted Book Value Growth -4.36%
Forecasted Cash Flow Growth -14.31%
Forecasted Earnings Growth 2.16%
Forecasted Revenue Growth -4.15%
As of July 21, 2016

PBW Performance

  Returns Total Returns
1M 9.04% 9.04%
3M -3.63% -2.73%
6M 3.65% 5.47%
1Y -17.60% -15.61%
3Y -32.43% -27.53%
5Y -54.04% -47.34%
As of July 22, 2016

PBW Comparables

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PBW Attributes

Key Dates
Inception Date 3/3/2005
Last Annual Report Date 4/30/2016
Last Prospectus Date 8/28/2015
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

PBW Excel Add-In Codes

  • Name: =YCI("PBW","name")
  • Broad Asset Class: =YCI("PBW", "broad_asset_class")
  • Broad Category: =YCI("PBW", "broad_category_group")
  • Prospectus Objective: =YCI("PBW", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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