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 22.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Walmart Inc | 3.86 | 114.9 Mil | Consumer Defensive |
Amazon.com Inc | 3.64 | 108.0 Mil | Consumer Cyclical |
Apple Inc | 2.35 | 69.8 Mil | Technology |
UnitedHealth Group Inc | 2.31 | 68.6 Mil | Healthcare |
Berkshire Hathaway Inc Class B | 2.17 | 64.6 Mil | Financial Services |
Exxon Mobil Corp | 2.15 | 63.8 Mil | Energy |
McKesson Corp | 1.82 | 54.1 Mil | Healthcare |
CVS Health Corp | 1.58 | 47.0 Mil | Healthcare |
Cencora Inc | 1.54 | 45.9 Mil | Healthcare |
Costco Wholesale Corp | 1.51 | 44.8 Mil | Consumer Defensive |