PowerShares WilderHill Clean Energy (PBW)

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3.85 -0.03  -0.77% NYSE Arca Sep 29, 20:00 Delayed 2m USD
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PBW Price Chart

PBW Key Stats

Expense Ratio 0.70%
Share Class Assets Under Management 90.00M
30-Day Average Daily Volume Upgrade
Net Asset Value 3.83
Discount or Premium to NAV 0.52%
Turnover Ratio 60.00

PBW Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV) Cat. Total Return (Price) % Rank in Cat. (Price)
1M 0.33% -- -- -- 16
3M 4.46% -- -- -- 24
6M -3.22% -- -- -- 92
1Y -1.34% -- -- -- 95
3Y -34.12% -- -- -- 85
5Y -22.94% -- -- -- 89
As of Sept. 29, 2016

PBW Asset Allocation

Type % Net % Long % Short
Cash 0.71% 0.71% 0.00
Stock 99.29% 99.29% 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 Sept. 28, 2016

PBW Region Exposure

Americas 85.77%
North America 82.07%
Latin America 3.71%
Greater Europe 0.00
United Kingdom 0.00
Europe Developed 0.00
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 14.23%
Japan 3.13%
Australasia 0.00
Asia Developed 0.00
Asia Emerging 11.10%
Market Classification
% Developed Markets 85.19%
% Emerging Markets 14.81%
As of Sept. 27, 2016
Region breakdown data is calculated by using the long position holdings of the portfolio.

PBW Stock Sector Exposure

Basic Materials 6.97%
Communication Services 0.00
Consumer Cyclical 7.06%
Consumer Defensive 0.00
Energy 2.96%
Financial Services 0.00
Healthcare 0.00
Industrials 11.18%
Real Estate 0.00
Technology 49.53%
Utilities 22.29%
As of Sept. 28, 2016

PBW Stock Market Capitalization

Giant 0.00
Large 10.47%
Medium 13.21%
Small 45.89%
Micro 30.43%
As of Sept. 28, 2016

PBW Stock Style Exposure

Large Cap Value 0.00
Large Cap Blend 4.15%
Large Cap Growth 9.20%
Mid Cap Value 0.00
Mid Cap Blend 7.78%
Mid Cap Growth 0.00
Small Cap Value 24.97%
Small Cap Blend 9.71%
Small Cap Growth 44.19%
As of Sept. 28, 2016
View More Holdings

PBW Top 10 Holdings

Symbol Name % Weight Price % Chg
TERP TerraForm Power Inc Class A 4.66% 13.99 +0.94%
AEIS Advanced Energy Industries Inc 4.44% 47.32 +0.64%
TSL Trina Solar Ltd ADR 4.40% 10.23 -0.39%
GLBL TerraForm Global Inc A 4.06% 4.04 +2.02%
SSNI Silver Spring Networks Inc 3.76% 14.14 +0.43%
ORA Ormat Technologies Inc 3.70% 48.10 +1.07%
SQM Sociedad Quimica Y Minera De Chile SA ADR 3.68% 26.63 +0.95%
ITRI Itron Inc 3.64% 55.92 +1.86%
TSLA Tesla Motors Inc 3.48% 203.85 +1.57%
PLUG Plug Power Inc 3.47% 1.69 +0.00%
As of Sept. 28, 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 1.51 yrs
Michael Jeanette 8.01 yrs
Peter Hubbard 9.26 yrs
Tony Seisser 2.01 yrs

PBW Net Fund Flows

1M 0.00
3M -4.100M
6M -4.262M
YTD -3.126M
1Y -1.731M
3Y -51.26M
5Y -112.66M
10Y 426.26M
As of Aug. 31, 2016

PBW Risk Info

Beta 1.593
Max Drawdown (All) 87.86%
Historical Sharpe (10Y) -0.2419
Historical Sortino (All) -0.2127
30-Day Rolling Volatility 19.08%
Daily Value at Risk (VaR) 1% (All) 6.37%
Monthly Value at Risk (VaR) 1% (All) 26.88%

PBW Fundamentals

Dividend Yield TTM (9-29-16) 2.51%
Weighted Average PE Ratio 11.56
Weighted Average Price to Sales Ratio 0.8092
Weighted Average Price to Book Ratio 1.377
Weighted Median ROE 2.48%
Weighted Median ROA 2.07%
Forecasted Dividend Yield 0.67%
Forecasted PE Ratio 17.51
Forecasted Price to Sales Ratio 0.7913
Forecasted Price to Book Ratio 1.249
Number of Holdings 41
As of Sept. 28, 2016

PBW Growth Estimates

Forecasted 5 Yr Earnings Growth 18.74%
Forecasted Book Value Growth -4.36%
Forecasted Cash Flow Growth -14.32%
Forecasted Earnings Growth 12.11%
Forecasted Revenue Growth -4.24%
As of Sept. 28, 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 8/26/2016
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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