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PWB - ETF AI Analysis
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Invesco Dynamic Large Cap Growth ETF (PWB)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Palantir and AMD, have delivered strong year-to-date gains, driving overall performance.
Sector Leadership in Technology
With significant exposure to the technology sector, the ETF benefits from strong growth trends in this high-performing industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date returns, indicating strong momentum in its holdings.
Negative Factors
High Concentration in U.S. Market
Nearly all of the ETF's geographic exposure is focused on U.S. companies, limiting diversification across global markets.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could reduce net returns over time.
Underperformance in Key Holdings
Some top holdings, like Intuit and Walmart, have lagged in year-to-date performance, potentially dragging down overall results.
PWB vs. SPDR S&P 500 ETF (SPY)
AUM1.43B
RegionNorth America
Expense Ratio0.55%
Beta1.25
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. Volume28,828
30 Day Avg. Volume37,530
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
149.91Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PWB Summary
The Invesco Dynamic Large Cap Growth ETF (PWB) is an investment fund that focuses on large U.S. companies with strong growth potential. It tracks the Dynamic Large Cap Growth Intellidex Index and includes well-known companies like Microsoft and Nvidia. This ETF is designed for investors looking to grow their money over time by investing in innovative and financially strong businesses across sectors like technology, finance, and healthcare. However, since it heavily invests in tech stocks, its performance can be impacted by changes in the technology sector or overall market trends.
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
The Invesco Dynamic Large Cap Growth ETF (PWB) leans heavily into technology, with nearly half its portfolio in the sector, making it a bet on innovation and future growth. Palantir and Micron are rising stars, buoyed by strong performance in AI and semiconductor markets, while AMD’s steady climb adds further momentum. However, big names like Microsoft and Amazon are showing mixed signals, with recent softness holding back gains. The fund’s U.S.-centric focus and tilt toward tech-heavy growth stocks make it a high-risk, high-reward play for investors seeking exposure to cutting-edge industries.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 4.04% | $58.34M | $310.94B | 209.44% | 79 Outperform | |
| Palantir Technologies | 3.78% | $54.53M | $462.70B | 135.65% | 74 Outperform | |
| Meta Platforms | 3.44% | $49.62M | $1.68T | 9.41% | 76 Outperform | |
| Visa | 3.40% | $49.14M | $675.75B | 10.21% | 70 Outperform | |
| GE Aerospace | 3.40% | $49.13M | $332.83B | 83.99% | 72 Outperform | |
| Mastercard | 3.40% | $49.10M | $517.56B | 7.59% | 75 Outperform | |
| Walmart | 3.38% | $48.88M | $883.89B | 19.66% | 78 Outperform | |
| Nvidia | 3.26% | $47.08M | $4.60T | 34.94% | 76 Outperform | |
| Microsoft | 3.25% | $46.92M | $3.62T | 10.82% | 79 Outperform | |
| Amazon | 3.24% | $46.80M | $2.48T | 1.35% | 71 Outperform |
PWB Technical Analysis
Positive
―
Price Trends
127.05
Positive
124.64
Positive
115.70
Positive
Market Momentum
0.54
Negative
59.39
Neutral
94.40
Negative
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 127.21, equal to the 50-day MA of 127.05, and equal to the 200-day MA of 115.70, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 59.39 is Neutral, neither overbought nor oversold. The STOCH value of 94.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PWB.
PWB Peer Comparison
Comparison Results
Performance Comparison
PWB
Invesco Dynamic Large Cap Growth ETF
129.83
26.20
25.28%
JGRO
JPMorgan Active Growth ETF
―
―
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FELG
Fidelity Enhanced Large Cap Growth ETF
―
―
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COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
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―
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QGRW
WisdomTree U.S. Quality Growth Fund
―
―
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NULG
Nuveen ESG Large-Cap Growth ETF
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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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