The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 23.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Walmart Inc | 3.83 | 115.2 Mil | Consumer Defensive |
Amazon.com Inc | 3.67 | 110.4 Mil | Consumer Cyclical |
Apple Inc | 2.43 | 73.3 Mil | Technology |
UnitedHealth Group Inc | 2.29 | 68.8 Mil | Healthcare |
Exxon Mobil Corp | 2.26 | 68.0 Mil | Energy |
Berkshire Hathaway Inc Class B | 2.17 | 65.3 Mil | Financial Services |
McKesson Corp | 1.81 | 54.4 Mil | Healthcare |
CVS Health Corp | 1.58 | 47.7 Mil | Healthcare |
Costco Wholesale Corp | 1.54 | 46.3 Mil | Consumer Defensive |
Cencora Inc | 1.52 | 45.7 Mil | Healthcare |