PWB - ETF AI Analysis
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Invesco Dynamic Large Cap Growth ETF (PWB)
PWB, the Invesco Dynamic Large Cap Growth ETF, earns a solid overall rating largely because it is anchored by high-quality growth leaders like Alphabet and Apple, which combine strong financial performance with positive business momentum and strategic focus on areas such as AI, cloud, and services. Other major holdings like Nvidia, Meta, AMD, Visa, and Mastercard further support the rating through robust earnings and growth initiatives, though their high valuations and some bearish technical signals add caution. The main risk factor is the fund’s concentration in large-cap growth and technology-related names, which can make it more sensitive to market swings and valuation pressures in that segment.
PWB vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.64B
- Region
- North America
- Expense Ratio
- 0.55%
- Beta
- 1.31
- Issuer
- Invesco
- Inception Date
- Mar 03, 2005
- Dividend Yield
- 0.05%
- Asset Class
- Equity
- Index Tracked
- Dynamic Large Cap Growth Intellidex Index (AMEX)
PWB Summary
PWB is the Invesco Dynamic Large Cap Growth ETF, which follows the Dynamic Large Cap Growth Intellidex Index. It focuses on big, fast-growing U.S. companies, especially in technology, but also in industries like industrials and consumer companies. Some well-known holdings include Apple, Meta Platforms, Amazon, and Nvidia. An investor might choose PWB to seek long-term growth while spreading money across many leading companies instead of picking individual stocks. However, because it leans heavily toward growth and tech-related businesses, its price can go up and down sharply with changes in the stock market and the tech sector.
How much will it cost me?
This ETF has an expense ratio of 0.55%, which means you’ll pay about $5.50 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because PWB is more actively managed, using a quantitative strategy to pick and adjust its holdings rather than simply tracking a broad market index.
What would affect this ETF?
PWB could benefit if the U.S. economy stays strong, consumer spending remains healthy, and large technology and growth companies like Apple, Nvidia, Meta, and Amazon continue to innovate and grow profits, especially as digital payments and e-commerce expand. On the negative side, rising interest rates, tighter regulations on big tech or digital platforms, or a slowdown in U.S. growth stocks could hurt performance, particularly given its heavy tilt toward technology and other economically sensitive sectors.
PWB Top 10 Holdings
PWB is leaning heavily into U.S. large-cap growth, with a clear tech heartbeat. Chip names like AMD, Micron, and Nvidia have been rising over the past few months, helping power the fund, even if their short-term moves have been a bit choppy. Intel and Meta are more mixed, occasionally dragging on performance as investors question their next chapter. Balancing that volatility, steady climbers like Apple, Eli Lilly, Visa, and Mastercard give the portfolio a more dependable core, keeping this tech-tilted, U.S.-focused ETF on a generally upward track.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMD | Advanced Micro Devices | 3.70% | $93.51M | $824.07B | 98.09% | 73Outperform |
 AAPL | Apple | 3.91% | $98.75M | $5.03T | 26.98% | 79Outperform |
 INTC | Intel | 2.64% | $66.74M | $347.61B | 63.75% | 64Neutral |
 META | Meta Platforms | 3.79% | $95.78M | $1.57T | -7.72% | 76Outperform |
 MU | Micron | 3.33% | $84.23M | $1.00T | 294.96% | 79Outperform |
 LLY | Eli Lilly & Co | 4.04% | $102.00M | $1.33T | 67.86% | 72Outperform |
 V | Visa | 3.78% | $95.58M | $782.42B | 19.87% | 70Outperform |
 COST | Costco | 3.71% | $93.61M | $448.57B | 10.01% | 72Outperform |
 MA | Mastercard | 3.74% | $94.53M | $559.19B | 15.23% | 75Outperform |
 NVDA | Nvidia | 3.38% | $85.29M | $4.93T | 0.86% | 76Outperform |
PWB Technical Analysis
Price Trends
Market Momentum
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 147.63 is below the 20-day moving average (MA) of 157.05, below the 50-day MA of 157.43, and below the 200-day MA of 149.27, indicating a bearish trend. The MACD of -2.39 indicates Positive momentum. The RSI at 36.25 is Neutral, neither overbought nor oversold. The STOCH value of 63.62 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PWB | $147.63 | $175.00(18.54% Upside) | $2.64B | 0.55% | 74Outperform |
 JGRO | $91.05 | $119.38(31.12% Upside) | $9.76B | 0.44% | 73Outperform |
 CNEQ | $37.14 | $53.28(43.47% Upside) | $7.82B | 0.56% | 68Neutral |
 FELG | $42.23 | $56.65(34.14% Upside) | $5.60B | 0.18% | 75Outperform |
 QGRW | $64.56 | $87.09(34.89% Upside) | $3.22B | 0.28% | 75Outperform |
 NULG | $107.16 | $143.75(34.15% Upside) | $2.99B | 0.26% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PWB | Invesco Dynamic Large Cap Growth ETF | 147.63 | 16.80 | 12.84% | |
| JGRO | JPMorgan Active Growth ETF | 91.05 | -5.28 | -5.48% | |
| CNEQ | Alger Concentrated Equity ETF | 37.14 | 1.09 | 3.02% | |
| FELG | Fidelity Enhanced Large Cap Growth ETF | 42.23 | -0.39 | -0.92% | |
| QGRW | WisdomTree U.S. Quality Growth Fund | 64.56 | 4.19 | 6.94% | |
| NULG | Nuveen ESG Large-Cap Growth ETF | 107.16 | 5.14 | 5.04% |
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.