PWB - ETF AI Analysis

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Invesco Dynamic Large Cap Growth ETF (PWB)

Rating:73Outperform

Price Target:―

PWB, the Invesco Dynamic Large Cap Growth ETF, earns a solid overall rating thanks to major positions in leaders like Alphabet and Micron, which benefit from strong financial performance and strategic focus on fast-growing areas such as AI, cloud, and advanced memory. Other large holdings like Walmart and Nvidia also support the rating with growth in e-commerce and AI/data centers, though their higher valuations and some bearish technical signals, along with similar concerns for names like Costco and Mastercard, introduce risk. The main risk factor is that many top holdings are high-growth, premium-priced stocks, which can be more sensitive to market pullbacks and shifts in sentiment.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Leading Growth Companies in Top Holdings

Many of the largest positions, such as Micron, AMD, Walmart, Costco, Alphabet, and Amazon, have delivered generally strong or steady performance, helping support the fund’s returns.

Focused Growth Exposure in Technology and Consumer Sectors

A large allocation to technology and consumer-related companies gives investors targeted exposure to areas that often drive growth in the stock market.

Negative Factors

High Sector Concentration in Technology

Nearly half of the portfolio is in technology stocks, which can increase risk if that sector experiences a downturn.

Mixed Performance Among Top Holdings

Some major positions like Palantir, Nvidia, and Meta have recently shown weaker performance, which can drag on overall fund results.

Limited Geographic Diversification

The ETF is heavily concentrated in U.S. stocks with only a small allocation outside the U.S., offering little international diversification.

PWB vs. SPDR S&P 500 ETF (SPY)

AUM1.53B

RegionNorth America

Expense Ratio0.55%

Beta1.22

IssuerInvesco

Inception DateMar 03, 2005

Dividend Yield0.06%

Asset ClassEquity

Index TrackedDynamic Large Cap Growth Intellidex Index (AMEX)

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume69,805

30 Day Avg. Volume39,654

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

159.36

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PWB Summary

PWB is the Invesco Dynamic Large Cap Growth ETF, which follows the Dynamic Large Cap Growth Intellidex Index. It focuses on large, fast-growing U.S. companies, especially in technology, and holds well-known names like Amazon, Nvidia, Alphabet (Google), and Walmart. Investors might consider PWB if they want long-term growth and an easy way to spread their money across many leading growth companies in one fund. However, because it leans heavily toward growth and tech-related stocks, its price can swing a lot and may fall sharply when growth or tech stocks are out of favor.

How much will it cost me?The Invesco Dynamic Large Cap Growth ETF (PWB) has an expense ratio of 0.55%, which means you’ll pay $5.50 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, requiring more research and strategy to select stocks with strong growth potential.

What would affect this ETF?The Invesco Dynamic Large Cap Growth ETF (PWB) could benefit from continued advancements in technology and innovation, as its largest sector exposure is technology, with top holdings like Nvidia and Microsoft positioned to thrive in a growing digital economy. However, rising interest rates or economic slowdowns could negatively impact growth-focused stocks, particularly in sectors like technology and consumer cyclical, which are sensitive to borrowing costs and consumer spending. Regulatory changes affecting major tech companies or geopolitical tensions in North America could also pose risks to this ETF's performance.

PWB Top 10 Holdings

PWB is leaning hard into U.S. tech and AI, with Micron and AMD helping power the fund as chip demand and AI optimism keep those names rising. Alphabet and Amazon add more big-tech fuel, with both showing steady to improving momentum as their cloud and ad engines hum along. On the flip side, Meta has been losing steam lately, acting more like a brake than an engine. Outside tech, steady performers like Walmart and Costco give the portfolio a defensive backbone, but this ETF’s story is still very much a growth-and-AI play.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
MU	Micron	5.62%	$86.26M	$463.33B	313.64%	79 Outperform
WMT	Walmart	3.93%	$60.38M	$1.07T	28.69%	78 Outperform
COST	Costco	3.51%	$53.92M	$452.07B	-4.98%	72 Outperform
GE	GE Aerospace	3.28%	$50.37M	$330.81B	51.44%	72 Outperform
META	Meta Platforms	3.19%	$48.97M	$1.62T	-13.15%	76 Outperform
NVDA	Nvidia	3.06%	$46.99M	$4.44T	31.66%	76 Outperform
AMD	Advanced Micro Devices	2.95%	$45.27M	$338.02B	83.31%	73 Outperform
MA	Mastercard	2.95%	$45.22M	$462.28B	-8.22%	75 Outperform
GOOGL	Alphabet Class A	2.94%	$45.09M	$3.70T	65.05%	85 Outperform
V	Visa	2.92%	$44.75M	$598.64B	-11.23%	70 Outperform

PWB Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

131.01

Positive

100DMA

128.75

Positive

200DMA

122.04

Positive

Market Momentum

MACD

0.79

Positive

RSI

51.68

Neutral

STOCH

60.82

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PWB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 134.25, equal to the 50-day MA of 131.01, and equal to the 200-day MA of 122.04, indicating a neutral trend. The MACD of 0.79 indicates Positive momentum. The RSI at 51.68 is Neutral, neither overbought nor oversold. The STOCH value of 60.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PWB.

PWB Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PWB	―	―	$1.53B	0.55%	―
JGRO	―	―	$8.31B	0.44%	―
FELG	―	―	$4.52B	0.18%	―
COWG	―	―	$2.28B	0.49%	―
NULG	―	―	$2.23B	0.26%	―
QGRW	―	―	$2.10B	0.28%	―

Performance Comparison

PWB

Invesco Dynamic Large Cap Growth ETF

133.85

23.14

20.90%

JGRO

JPMorgan Active Growth ETF

―

FELG

Fidelity Enhanced Large Cap Growth ETF

―

COWG

Pacer US Large Cap Cash Cows Growth Leaders ETF

―

NULG

Nuveen ESG Large-Cap Growth ETF

―

QGRW

WisdomTree U.S. Quality Growth Fund

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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