PWB ETF ANALYSIS

Popular ETFs

S&P 500 ETF Trust

Nasdaq-100 Index Tracking ETF

Dow Jones Industrial Average ETF

iShares Russell 2000 ETF

iShares MSCI Emerging Markets ETF

Financial Select Sector SPDR Fund

PWB ETF FUNDAMENTALS
PWB ETF PERFORMANCE

PWB ISSUER

The Invesco Dynamic Large Cap Growth ETF (PWB) is managed by Invesco, a global asset management firm with a strong reputation in the industry. Invesco has been providing investment solutions to clients around the world for many years and is known for its expertise in creating innovative and diversified investment products. Established in April 2005, PWB seeks to track the performance of the ICE Dynamic Large Cap Growth Intellidex Index.

PWB DIVIDEND

The Invesco Dynamic Large Cap Growth ETF (PWB) focuses primarily on investing in securities comprising the Underlying Index, which consists of 50 large-capitalization U.S. stocks with strong growth characteristics. While dividend distribution may not be the primary objective of this ETF, it is influenced by the dividend policies and performances of its constituent companies. Dividend distributions typically occur on a quarterly basis, reflecting the individual dividend practices of the underlying companies. As PWB predominantly includes growth-oriented companies, investors may expect potential capital appreciation alongside potential dividend returns.

PWB TRACKING

The Invesco Dynamic Large Cap Growth ETF, with the ticker symbol PWB, primarily seeks to replicate the performance of the Dynamic Large Cap Growth Intellidex Index. This index is composed of 50 large-capitalization U.S. stocks, carefully selected based on their strong growth potential and capital appreciation prospects. PWB employs a full replication strategy, aiming to invest in all the securities within the underlying index in proportion to their weightings. As of June 30, 2023, the underlying index constituents ranged from companies with market capitalizations of $28 billion to $3 trillion, offering investors exposure to a diversified mix of large-cap growth stocks. While the fund may concentrate its investments in specific industries if reflected in the underlying index, it generally follows a diversified approach, providing investors with access to a broad range of large-cap growth opportunities, including the information technology sector.

PWB CORRELATION

The correlation aspect of the Invesco Dynamic Large Cap Growth ETF (PWB) is known for its strong relationship with the growth characteristics of the 50 large-cap U.S. stocks that make up its underlying index. Given its focus on companies with substantial growth potential, PWB often exhibits a positive correlation with overall market performance, particularly during periods of economic expansion. Investors seeking exposure to dynamic and high-growth companies may use PWB as a tool for capitalizing on market rallies and harnessing potential returns. To explore PWB's correlations further and gain in-depth insights, ETF Insider offers a web app with powerful visualization tools that help investors identify overlaps with various sectors and assets, enabling more informed investment decisions.

PWB SECTOR

The Invesco Dynamic Large Cap Growth ETF (PWB) primarily focuses on large-cap U.S. stocks with strong growth potential. As of June 30, 2023, the ETF's portfolio consisted of 50 constituents, ranging from $28 billion to $3 trillion in market capitalization. PWB employs a full replication methodology to track its underlying index, which is diversified in accordance with the Investment Company Act of 1940. The fund aims to capture the growth potential of these large-cap companies, and investors should note that the ETF may concentrate its investments in industries represented in the underlying index, with a notable exposure to the information technology sector as of April 30, 2023.

PWB EXPOSURE

The Invesco Dynamic Large Cap Growth ETF (PWB) is designed to offer investors exposure to the dynamic world of large-cap growth stocks in the U.S. equity market. This ETF tracks the ICE Dynamic Large Cap Growth Intellidex Index, which consists of 50 large-capitalization U.S. stocks carefully selected based on their potential for capital appreciation. PWB provides a focused approach to investing in companies with strong growth characteristics, offering a unique perspective on the growth potential within the American large-cap segment. For a detailed analysis of PWB's exposure, investors can utilize the ETF Insider web app, which provides comprehensive insights, visualizations, and correlations for U.S. ETFs, aiding in informed investment decisions. The Invesco Dynamic Large Cap Growth ETF (PWB) primarily invests at least 90% of its total assets in securities comprising the ICE Dynamic Large Cap Growth Intellidex Index. This index is composed of 50 large-cap U.S. stocks chosen by ICE Data Indices, LLC based on their capital appreciation potential. As of June 30, 2023, the index included 50 constituents with market capitalizations ranging from $28 billion to $3 trillion. PWB follows a full replication methodology, seeking to mirror the index by investing in all constituent securities according to their weightings. The fund maintains diversification in alignment with the 1940 Act, and any change in diversification status will not require shareholder approval. Additionally, PWB may concentrate its investments in industries or sectors that reflect the index's concentration. As of April 30, 2023, the fund had significant exposure to the information technology sector. For a more detailed analysis of PWB's exposure, investors can utilize the ETF Insider web app, offering comprehensive insights, visualizations, and correlations for U.S. ETFs to enhance their understanding of the fund's characteristics and potential.

ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.

Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.

This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.

BLOG ARTICLES

What Is IVV?
Blog book icon4 min read
By Ron Koren ETF Insider

What Is IVV?

IVV refers to the iShares Core S&P 500 ETF, which is an exchange-traded fund (ETF) that tracks the performance of the S&P 500 index. IVV is designed to provide investors with exposure to the largest 500 publicly traded companies in the United States. It offers a cost-effective and convenient way for investors to gain broad market exposure and diversification within the U.S. equity market.

ETF with NVIDIA Corp. and Intuitive Surgical Inc. Exposure (Nasdaq)
Blog book icon6 min read
By Ron Koren ETF Insider

ETF with NVIDIA Corp. and Intuitive Surgical Inc. Exposure (Nasdaq)

The ETF with NVIDIA Corp. and Intuitive Surgical Inc. Exposure (Nasdaq) exposure provides investors with an opportunity to diversify their portfolio while gaining insight into the performance and potential of NVIDIA Corp. and Intuitive Surgical Inc. Exposure (Nasdaq). This ETF offers a comprehensive view of the company's standing in the market, its historical performance, and future prospects.

How does the PWB ETF work?
Blog book icon6 min read
By Beqa Bumbeishvili ETF Insider

How does the PWB ETF work?

The PWB ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.

FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of PWB with the U.S. equity market?
Question Arrow
How does PWB provide exposure to the equity market?
Question Arrow
How does PWB's dividend strategy compare to other funds?
Question Arrow
How does PWB track its underlying index?
Question Arrow
What is the dividend aspect of PWB?
Question Arrow
What is the sector composition of PWB?
Question Arrow

GET STARTED NOW!

No Credit Card Required
Full Data Protection
Overlap And Correlation
Insightful Visualization
Impactful Drill-Downs
Real-Time Data Feeds
Full Coverage For The U.S.

ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.