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 22.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Walmart Inc | 3.80 | 145.6 Mil | Consumer Defensive |
Amazon.com Inc | 3.38 | 129.4 Mil | Consumer Cyclical |
CVS Health Corp | 2.26 | 86.6 Mil | Healthcare |
Apple Inc | 2.24 | 85.8 Mil | Technology |
UnitedHealth Group Inc | 2.19 | 83.9 Mil | Healthcare |
Exxon Mobil Corp | 2.16 | 82.7 Mil | Energy |
Berkshire Hathaway Inc Class B | 2.15 | 82.2 Mil | Financial Services |
McKesson Corp | 1.67 | 64.0 Mil | Healthcare |
JPMorgan Chase & Co | 1.54 | 59.0 Mil | Financial Services |
Cencora Inc | 1.50 | 57.4 Mil | Healthcare |