PWB - ETF AI Analysis
Top Page
Invesco Dynamic Large Cap Growth ETF (PWB)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum for investors.
Growth-Oriented Technology Leadership
Many of the largest holdings are leading technology and semiconductor companies that have shown strong performance, helping drive the fund’s returns.
Large Asset Base
The fund manages a sizable pool of assets, which can support better liquidity and more stable trading for investors.
Negative Factors
High Expense Ratio
The ETF charges relatively high fees compared with many index funds, which can slightly reduce long-term returns.
Heavy Concentration in Technology
Nearly half of the portfolio is in the technology sector, making the fund more sensitive to downturns in tech stocks.
Single-Country Exposure
The ETF invests almost entirely in U.S. companies, offering little geographic diversification if the U.S. market weakens.
PWB vs. SPDR S&P 500 ETF (SPY)
AUM2.46B
RegionNorth America
Expense Ratio0.55%
Beta1.28
IssuerInvesco
Inception DateMar 03, 2005
Dividend YieldN/A
Asset ClassEquity
Index TrackedDynamic Large Cap Growth Intellidex Index (AMEX)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume106,036
30 Day Avg. Volume102,934
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
195.03Price 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 big U.S. companies expected to grow faster than the overall market, with a strong tilt toward technology and industrial firms. Well-known holdings include Apple and Meta Platforms, along with companies like Mastercard and Visa. Someone might invest in PWB to get diversified exposure to leading growth stocks in one simple fund, aiming for long-term growth. A key risk is that, because it leans heavily on growth and tech-related companies, its price can rise and fall sharply with market swings.
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 chip makers, with Micron, AMD, Lam Research, and Applied Materials acting as the fund’s main growth engines thanks to their strong, AI-fueled momentum. Nvidia and Amazon are still helping, but their recent moves have been more mixed, adding some wobble to the ride. Apple, meanwhile, looks like it’s catching its breath after a strong run, contributing but not leading. With nearly half the fund in technology and a clear tilt toward semiconductor winners, performance is being driven by a concentrated bet on the AI hardware boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Intel | 3.90% | $98.55M | $544.15B | 327.49% | 64 Neutral | |
| Meta Platforms | 3.76% | $95.20M | $1.65T | -14.24% | 76 Outperform | |
| Advanced Micro Devices | 3.57% | $90.20M | $842.57B | 225.49% | 73 Outperform | |
| Apple | 3.55% | $89.79M | $4.85T | 41.95% | 79 Outperform | |
| Micron | 3.46% | $87.55M | $1.10T | 520.28% | 79 Outperform | |
| Nvidia | 3.39% | $85.81M | $5.26T | 22.76% | 76 Outperform | |
| Broadcom | 3.36% | $84.98M | $1.73T | 0.59% | 76 Outperform | |
| Caterpillar | 3.34% | $84.50M | $376.28B | 89.69% | 76 Outperform | |
| Amazon | 3.26% | $82.37M | $2.77T | 12.55% | 71 Outperform | |
| Alphabet Class A | 3.23% | $81.71M | $4.12T | 40.57% | 85 Outperform |
PWB Technical Analysis
Positive
―
Price Trends
156.55
Negative
156.81
Negative
144.57
Positive
Market Momentum
-0.90
Positive
49.27
Neutral
25.67
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 154.97, equal to the 50-day MA of 156.55, and equal to the 200-day MA of 144.57, indicating a neutral trend. The MACD of -0.90 indicates Positive momentum. The RSI at 49.27 is Neutral, neither overbought nor oversold. The STOCH value of 25.67 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
Performance Comparison
PWB
Invesco Dynamic Large Cap Growth ETF
155.26
30.71
24.66%
JGRO
JPMorgan Active Growth ETF
―
―
―
FELG
Fidelity Enhanced Large Cap Growth ETF
―
―
―
QGRW
WisdomTree U.S. Quality Growth Fund
―
―
―
NULG
Nuveen ESG Large-Cap Growth ETF
―
―
―
CNEQ
Alger Concentrated Equity ETF
―
―
―
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: ―
Table of Contents