(PWB) Invesco Dynamic Large Cap - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V7468 • Large Growth
PWB: Technology, Finance, Consumer Goods, Healthcare, Industrials
The Invesco Dynamic Large Cap Growth ETF (PWB) is designed to track the performance of 50 large-capitalization U.S. stocks with strong growth potential. The fund invests at least 90% of its total assets in securities that replicate its underlying index, which is constructed to emphasize capital appreciation. The index provider selects these stocks based on a variety of growth metrics, such as revenue growth, earnings growth, and other fundamental factors that indicate a companys potential for long-term expansion. This approach aims to capture the upside of large-cap growth stocks while maintaining a diversified portfolio.
As of the latest data, the fund has an AUM of over $1 billion USD, making it a sizable player in the ETF space. It focuses exclusively on U.S. equities, and its holdings are concentrated in the large-cap segment, which typically offers a balance between growth and stability. The ETF is listed on the NYSE ARCA under the ticker symbol PWB, and it falls under the Large Growth category. While traditional valuation metrics like P/E, P/B, and P/S are not emphasized in its selection process, investors may still find value in its dynamic approach to identifying growth opportunities.
For investors and fund managers, PWB offers exposure to a curated list of large-cap growth stocks, which can be a valuable addition to a portfolio seeking to capitalize on the growth potential of established U.S. companies. The funds structure and index methodology make it a tool for those looking to align their investments with the growth trends in the large-cap segment of the market. Additional details about the fund can be found on Invescos official website at http://www.invesco.com/us.
Additional Sources for PWB ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PWB ETF Overview
Market Cap in USD | 915m |
Category | Large Growth |
TER | 0.56% |
IPO / Inception | 2005-03-03 |
PWB ETF Ratings
Growth 5y | 81.6% |
Fundamental | - |
Dividend | 16.8% |
Rel. Strength Industry | -0.3 |
Analysts | - |
Fair Price Momentum | 94.10 USD |
Fair Price DCF | - |
PWB Dividends
Dividend Yield 12m | 0.09% |
Yield on Cost 5y | 0.21% |
Annual Growth 5y | -10.37% |
Payout Consistency | 76.2% |
PWB Growth Ratios
Growth Correlation 3m | -3.9% |
Growth Correlation 12m | 89.8% |
Growth Correlation 5y | 67.3% |
CAGR 5y | 19.34% |
CAGR/Max DD 5y | 0.62 |
Sharpe Ratio 12m | 1.41 |
Alpha | -2.67 |
Beta | 1.28 |
Volatility | 34.88% |
Current Volume | 22.2k |
Average Volume 20d | 20.3k |
As of March 14, 2025, the stock is trading at USD 94.50 with a total of 22,176 shares traded.
Over the past week, the price has changed by -4.34%, over one month by -14.42%, over three months by -10.91% and over the past year by +6.69%.
Yes. Based on ValueRay Analyses, Invesco Dynamic Large Cap (NYSE ARCA:PWB) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 81.64 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PWB as of March 2025 is 94.10. This means that PWB is currently overvalued and has a potential downside of -0.42%.
Invesco Dynamic Large Cap has no consensus analysts rating.
According to ValueRays Forecast Model, PWB Invesco Dynamic Large Cap will be worth about 105.9 in March 2026. The stock is currently trading at 94.50. This means that the stock has a potential upside of +12.07%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 105.9 | 12.1% |