Launched on 03/03/2005, the Invesco Large Cap Growth ETF (PWB) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Growth category of the market.
The Invesco Large Cap Growth ETF (PWB) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market.
Invesco Large Cap Growth ETF is rated a buy, positioned to exploit tech-driven uptrends with a dynamic, concentrated portfolio. PWB's quarterly rebalancing enables agile exposure to high-growth tech and semiconductor stocks, supporting robust capital appreciation potential. The ETF has outperformed peers, delivering a 120% three-year return and 45% twelve-month return, with strong momentum and technical indicators.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,902 | $235,710.62 | $459,009.34 | $223,298.72 | 94.73% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 63 | $7,933.59 | $9,964.71 | $2,031.12 | 25.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 162 | $20,400.66 | $25,422.66 | $5,022 | 24.62% |
Jeff Ameen Spire Wealth Management | 33,327 | $2.96M | $5.38M | $2.42M | 81.76% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,301 | $245,792.46 | $519,841.48 | $274,049.02 | 111.5% |
| ARCA Exchange | US Country |
The company operates a mutual fund dedicated to investing in a select portfolio of 50 large-capitalization U.S. stocks, identified for their strong growth characteristics. By committing at least 90% of its total assets to securities within the underlying index, this fund focuses on capital appreciation potential driven by the companies it encompasses. These stocks are chosen primarily for their promising growth outlook by the index provider, aiming to deliver value to investors through capital gains.
An investment service where assets are pooled from numerous investors to purchase a diverse portfolio of stocks. Specifically, this service focuses on a highly selective index of 50 large-capitalization U.S. stocks with strong growth characteristics, offering investors exposure to potential capital appreciation in some of the nation's most promising companies.
This refers to the company's approach to selecting investments that have a high potential for value increase over time. By prioritizing securities with strong growth prospects into the fund's portfolio, the aim is to maximize returns for investors through capital gains rather than income generation. This strategy is particularly appealing to those looking for significant growth in their investments.