The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Invesco S&P 500 Revenue ETF RWL
Morningstar’s Analysis RWL
Will RWL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Walmart Inc | 3.84 | 145.0 Mil | Consumer Defensive |
Amazon.com Inc | 3.57 | 134.7 Mil | Consumer Cyclical |
Apple Inc | 2.25 | 84.7 Mil | Technology |
Berkshire Hathaway Inc Class B | 2.14 | 80.8 Mil | Financial Services |
UnitedHealth Group Inc | 2.13 | 80.3 Mil | Healthcare |
CVS Health Corp | 2.11 | 79.4 Mil | Healthcare |
Exxon Mobil Corp | 2.02 | 76.2 Mil | Energy |
McKesson Corp | 1.66 | 62.6 Mil | Healthcare |
JPMorgan Chase & Co | 1.58 | 59.4 Mil | Financial Services |
Cencora Inc | 1.51 | 57.1 Mil | Healthcare |