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 delivered solid gains so far this year and over the past few months, showing good recent momentum.
Leading Technology Growth Names
Top holdings include well-known growth leaders in technology and related areas, several of which have shown strong year-to-date performance.
Sector Diversification Beyond Tech
While technology is the largest slice, the fund also holds industrials, communication services, financials, and consumer stocks, which helps spread risk across different parts of the economy.
Negative Factors
High Technology Concentration
With a large share of assets in technology stocks, the ETF is vulnerable if that sector experiences a downturn.
Mixed Performance Among Top Holdings
Some of the biggest positions, including a few large tech names, have recently shown weak or negative performance, which could drag on future returns.
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the returns are used to cover costs instead of going to investors.
PWB vs. SPDR S&P 500 ETF (SPY)
AUM2.12B
RegionNorth America
Expense Ratio0.55%
Beta1.24
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield0.05%
Asset ClassEquity
Index TrackedDynamic Large Cap Growth Intellidex Index (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume80,655
30 Day Avg. Volume85,709
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
181.24Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PWB Summary
PWB, the Invesco Dynamic Large Cap Growth ETF, follows the Dynamic Large Cap Growth Intellidex Index and focuses on big U.S. companies expected to grow faster than the overall market. It mainly holds technology and communication stocks, including well-known names like Microsoft, Amazon, Nvidia, and Alphabet (Google). Someone might invest in PWB to seek long-term growth and get diversified exposure to many leading growth companies in a single fund. However, because it leans heavily toward tech and other growth 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 riding a powerful U.S. tech wave, with chip makers AMD and Micron doing much of the heavy lifting as their AI-focused stories keep the fund’s growth engine humming. Big Tech mainstays like Alphabet and Amazon are also steadily pulling their weight, while Nvidia and Apple continue to provide solid, if more measured, support. On the flip side, names like Microsoft and Palantir have been more mixed lately, occasionally tapping the brakes. Overall, this is a U.S.-centric, tech-heavy ETF that lives and dies by the fortunes of growth-oriented innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 6.11% | $126.02M | $762.32B | 339.85% | 73 Outperform | |
| Micron | 5.35% | $110.24M | $846.93B | 829.53% | 79 Outperform | |
| Broadcom | 3.76% | $77.39M | $1.96T | 79.08% | 76 Outperform | |
| Amazon | 3.72% | $76.60M | $2.86T | 28.77% | 71 Outperform | |
| Alphabet Class A | 3.63% | $74.88M | $4.62T | 124.92% | 85 Outperform | |
| Nvidia | 3.34% | $68.78M | $5.21T | 58.57% | 76 Outperform | |
| Apple | 3.16% | $65.08M | $4.54T | 54.00% | 79 Outperform | |
| Visa | 3.10% | $63.88M | $619.65B | -9.13% | 70 Outperform | |
| Palantir Technologies | 3.08% | $63.42M | $328.14B | 10.70% | 74 Outperform | |
| Microsoft | 3.06% | $63.01M | $3.11T | -9.69% | 79 Outperform |
PWB Technical Analysis
Positive
―
Price Trends
142.48
Positive
137.96
Positive
131.53
Positive
Market Momentum
4.11
Negative
72.35
Negative
94.13
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 153.22, equal to the 50-day MA of 142.48, and equal to the 200-day MA of 131.53, indicating a bullish trend. The MACD of 4.11 indicates Negative momentum. The RSI at 72.35 is Negative, neither overbought nor oversold. The STOCH value of 94.13 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
160.45
50.07
45.36%
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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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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TCHP
T. Rowe Price Blue Chip 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.
DisclaimerThis 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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