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 24.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Walmart Inc | 4.27 | 138.0 Mil | Consumer Defensive |
Amazon.com Inc | 3.56 | 115.0 Mil | Consumer Cyclical |
Apple Inc | 2.84 | 91.7 Mil | Technology |
UnitedHealth Group Inc | 2.29 | 74.1 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 2.17 | 70.1 Mil | Financial Services |
McKesson Corp | 1.99 | 64.4 Mil | Healthcare |
Exxon Mobil Corp | 1.99 | 64.2 Mil | Energy |
Costco Wholesale Corp | 1.74 | 56.1 Mil | Consumer Defensive |
CVS Health Corp | 1.70 | 54.9 Mil | Healthcare |
Cencora Inc | 1.57 | 50.8 Mil | Healthcare |