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 23.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Walmart Inc | 4.18 | 131.9 Mil | Consumer Defensive |
Amazon.com Inc | 3.51 | 110.8 Mil | Consumer Cyclical |
Apple Inc | 2.58 | 81.5 Mil | Technology |
UnitedHealth Group Inc | 2.24 | 70.8 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 2.20 | 69.6 Mil | Financial Services |
Exxon Mobil Corp | 2.09 | 66.2 Mil | Energy |
McKesson Corp | 1.91 | 60.5 Mil | Healthcare |
Costco Wholesale Corp | 1.67 | 52.7 Mil | Consumer Defensive |
CVS Health Corp | 1.60 | 50.4 Mil | Healthcare |
JPMorgan Chase & Co | 1.53 | 48.4 Mil | Financial Services |