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PWB - ETF AI Analysis
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Invesco Dynamic Large Cap Growth ETF (PWB)
Rating:74Outperform
Price Target:―
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)
AUM1.56B
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. Volume83,779
30 Day Avg. Volume51,728
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
164.18Price 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 leans heavily into U.S. large-cap growth, with a clear tech tilt powered by chipmaker Micron and AI heavyweight Nvidia, both still rising and doing much of the heavy lifting. Communication giants Meta and Alphabet add to the growth story, though their recent performance has been more mixed, keeping a bit of a lid on gains. On the consumer side, steady climbers Walmart and Costco act like ballast, smoothing out volatility. Financial heavyweights Visa and Mastercard, however, have been lagging, quietly dragging on an otherwise growth-focused, tech-centric portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Palantir Technologies | 4.12% | $64.41M | $361.02B | 75.03% | 74 Outperform | |
| Microsoft | 3.57% | $55.85M | $2.94T | 1.80% | 79 Outperform | |
| Broadcom | 3.57% | $55.80M | $1.53T | 64.75% | 76 Outperform | |
| Costco | 3.48% | $54.32M | $447.39B | 11.56% | 72 Outperform | |
| Amazon | 3.48% | $54.31M | $2.23T | 4.91% | 71 Outperform | |
| Mastercard | 3.45% | $53.98M | $444.11B | -5.62% | 75 Outperform | |
| Meta Platforms | 3.45% | $53.96M | $1.55T | 1.00% | 76 Outperform | |
| Visa | 3.45% | $53.94M | $585.41B | -7.43% | 70 Outperform | |
| Walmart | 3.42% | $53.45M | $1.01T | 48.24% | 78 Outperform | |
| Alphabet Class A | 3.38% | $52.79M | $3.65T | 82.66% | 85 Outperform |
PWB Technical Analysis
Negative
―
Price Trends
133.29
Negative
130.25
Negative
124.63
Positive
Market Momentum
-0.70
Positive
40.52
Neutral
30.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PWB, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 133.66, equal to the 50-day MA of 133.29, and equal to the 200-day MA of 124.63, indicating a neutral trend. The MACD of -0.70 indicates Positive momentum. The RSI at 40.52 is Neutral, neither overbought nor oversold. The STOCH value of 30.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PWB.
PWB Peer Comparison
Comparison Results
Performance Comparison
PWB
Invesco Dynamic Large Cap Growth ETF
131.46
33.15
33.72%
JGRO
JPMorgan Active Growth ETF
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―
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FELG
Fidelity Enhanced Large Cap Growth ETF
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―
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NULG
Nuveen ESG Large-Cap Growth ETF
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―
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QGRW
WisdomTree U.S. Quality Growth Fund
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―
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COWG
Pacer US Large Cap Cash Cows Growth Leaders 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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