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 | 3.78 | 144.8 Mil | Consumer Defensive |
Amazon.com Inc | 3.42 | 131.2 Mil | Consumer Cyclical |
Apple Inc | 2.29 | 87.8 Mil | Technology |
CVS Health Corp | 2.24 | 85.7 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 2.16 | 82.7 Mil | Financial Services |
UnitedHealth Group Inc | 2.14 | 81.9 Mil | Healthcare |
Exxon Mobil Corp | 2.04 | 78.3 Mil | Energy |
McKesson Corp | 1.70 | 65.0 Mil | Healthcare |
JPMorgan Chase & Co | 1.57 | 60.0 Mil | Financial Services |
Cencora Inc | 1.51 | 57.9 Mil | Healthcare |