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SPMO

Invesco S&P 500 Momentum ETF
1W: -2.1% 1M: -4.7% 3M: -2.4% YTD: -5.0% 1Y: +21.0% 3Y: +123.5% 5Y: +128.2%
$113.78
-2.10 (-1.81%)
After Hours: $115.46 (+1.68, +1.47%)
ETF AMEX · AUM $13.3B
ETF-Level Metrics
AUM$13.3B
Holdings99
Top 10 Wt51.0%
Beta1.13
% Profitable92%
Coverage100%
Portfolio Valuation
P/E38.2
P/B11.4
P/S8.2
EV/EBITDA26.4
P/FCF38.3
PEG1.06
Profitability & Returns
Gross Margin54.4%
Net Margin21.6%
ROE31.9%
ROA5.3%
ROIC32.0%
Div Yield1.14%
Leverage & Liquidity
Debt/Equity1.12
Debt/Assets0.19
Net Debt/EBITDA-0.2x
Interest Cov3.0x
Current Ratio1.30
Quick Ratio1.25
Growth (YoY)
Revenue+22.0%
Net Income+51.8%
EPS+52.3%
FCF+35.8%
EBITDA+34.6%
Rev CAGR 3Y+19.5%
Quality Scores
Piotroski F6.9
Altman Z17.52
IS Quality75.0
IS Overall61.3
IS Value44.4
Median P/E27.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 17 33.2% 11.1
Financial Services 20 19.7% 19.7
Communication Services 10 14.7% 32.6
Industrials 13 9.3% 59.4
Consumer Defensive 4 6.8% 31.6
Utilities 14 6.5% 28.2
Consumer Cyclical 9 3.5% 27.6
Healthcare 4 2.7% 37.4
Real Estate 3 1.6% 110.9
Energy 4 1.4% 22.9
Basic Materials 1 0.3% 47.6
Other 2 0.2%

Smart Money Overlap

24 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 9.30% 4 Bullish 1 11 -3.5%
WMT Walmart Inc. 3.94% 4 Bullish 21 3 -1.1%
NFLX Netflix, Inc. 3.74% 4 Bullish 71 14 -5.4%
V Visa Inc. 3.04% 4 Bullish 7 12 -4.8%
GEV GE Vernova Inc. 2.79% 4 Bullish 8 7 -2.4%
CSCO Cisco Systems, Inc. 2.39% 4 Bullish 5 6 -1.6%
T AT&T Inc. 1.67% 4 Bullish 29 5 +1.2%
RTX RTX Corporation 1.66% 4 Bullish 18 3 +1.2%
IBM International Business Machines Corporation 1.30% 4 Bullish 10 8 +1.0%
SCHW The Charles Schwab Corporation 1.25% 4 Bullish 13 3 -0.9%
WELL Welltower Inc. 1.22% 4 Bullish 6 1 -5.5%
CME CME Group Inc. 1.19% 4 Bullish 13 1 -1.3%
DE Deere & Company 0.92% 4 Bullish 10 3 +19.5%
HWM Howmet Aerospace Inc. 0.86% 4 Bullish 6 1 +8.7%
BK The Bank of New York Mellon Corporation 0.76% 4 Bullish 11 2 -3.2%
WMB The Williams Companies, Inc. 0.62% 4 Bullish 12 1 -0.3%
TMUS T-Mobile US, Inc. 0.54% 4 Bullish 3 1 -2.8%
CAH Cardinal Health, Inc. 0.48% 4 Bullish 1 1 -2.6%
KMI Kinder Morgan, Inc. 0.41% 4 Bullish 6 3 +1.0%
EXC Exelon Corporation 0.28% 4 Bullish 8 1 -2.0%
Showing 50 of 101 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Broadcom Inc AVGO 9.30% $1.2B 3,830,256 59.0 $1.5T Technology
2 NVIDIA Corp NVDA 9.23% $1.2B 6,808,742 35.0 $4.2T Technology
3 Meta Platforms Inc META 7.40% $974.3M 1,605,903 24.8 $1.5T Communication Services
4 JPMorgan Chase & Co JPM 5.08% $669.6M 2,325,092 14.0 $772.9B Financial Services
5 Palantir Technologies Inc PLTR 4.14% $545.6M 3,504,563 221.3 $345.3B Technology
6 Walmart Inc WMT 3.94% $518.7M 4,283,631 43.3 $948.9B Consumer Defensive
7 Netflix Inc NFLX 3.74% $492.7M 5,370,552 35.4 $389.1B Communication Services
8 Visa Inc V 3.04% $401.2M 1,338,770 27.8 $581.5B Financial Services
9 GE Vernova Inc GEV 2.79% $368.1M 419,572 47.4 $230.9B Utilities
10 Cisco Systems Inc CSCO 2.39% $315.4M 4,017,412 27.7 $306.8B Technology
11 General Electric Co GE 2.29% $300.9M 1,031,777 35.2 $302.5B Industrials
12 Oracle Corp ORCL 1.97% $259.7M 1,669,687 26.4 $430.3B Technology
13 Philip Morris International Inc PM 1.85% $241.2M 1,476,662 22.4 $253.9B Consumer Defensive
14 AT&T Inc T 1.67% $219.6M 7,915,089 9.3 $200.9B Communication Services
15 RTX Corp RTX 1.66% $218.8M 1,090,080 39.6 $266.0B Industrials
16 Goldman Sachs Group Inc/The GS 1.43% $187.9M 232,106 14.8 $244.1B Financial Services
17 Gilead Sciences Inc GILD 1.38% $181.2M 1,283,804 20.0 $170.3B Healthcare
18 Wells Fargo & Co WFC 1.31% $173.1M 2,265,704 11.6 $243.9B Financial Services
19 International Business Machines Corp IBM 1.30% $170.8M 682,161 21.4 $226.8B Technology
20 Citigroup Inc C 1.25% $165.4M 1,505,600 14.0 $191.6B Financial Services
21 Charles Schwab Corp/The SCHW 1.25% $165.0M 1,755,753 18.9 $168.2B Financial Services
22 Welltower Inc WELL 1.22% $160.8M 780,310 144.2 $136.6B Real Estate
23 Amphenol Corp APH 1.20% $158.2M 1,210,492 36.4 $155.8B Technology
24 CME Group Inc CME 1.19% $152.5M 490,959 27.3 $110.5B Financial Services
25 Morgan Stanley MS 1.07% $140.9M 888,923 15.0 $256.4B Financial Services
26 Booking Holdings Inc BKNG 0.98% $128.3M 29,877 26.0 $139.4B Consumer Cyclical
27 Deere & Co DE 0.92% $120.7M 212,725 31.4 $151.2B Industrials
28 Crowdstrike Holdings Inc CRWD 0.86% $113.8M 265,851 -563.9 $103.7B Technology
29 Howmet Aerospace Inc HWM 0.86% $113.7M 488,158 61.6 $93.1B Industrials
30 Altria Group Inc MO 0.80% $105.6M 1,622,262 15.6 $108.2B Consumer Defensive
31 Corning Inc GLW 0.79% $103.4M 777,242 67.2 $107.1B Technology
32 Boston Scientific Corp BSX 0.77% $102.1M 1,460,933 35.6 $103.1B Healthcare
33 Bank of New York Mellon Corp/The BK 0.76% $100.2M 872,420 14.6 $80.2B Financial Services
34 Blackrock Inc BLK 0.71% $93.6M 96,554 26.8 $149.0B Financial Services
35 DoorDash Inc DASH 0.69% $90.7M 569,251 72.5 $68.0B Communication Services
36 Royal Caribbean Cruises Ltd RCL 0.62% $81.3M 298,989 16.7 $71.9B Consumer Cyclical
37 Williams Cos Inc/The WMB 0.62% $81.0M 1,093,757 33.8 $88.5B Energy
38 Capital One Financial Corp COF 0.59% $77.6M 431,716 40.0 $112.9B Financial Services
39 Johnson Controls International plc JCI 0.58% $75.6M 567,337 24.1 $79.4B Industrials
40 Seagate Technology Holdings PLC STX 0.56% $73.7M 169,532 44.9 $89.7B Technology
41 Constellation Energy Corp CEG 0.56% $73.4M 231,850 38.1 $88.1B Utilities
42 Parker-Hannifin Corp PH 0.54% $71.1M 78,974 31.9 $112.9B Industrials
43 T-Mobile US Inc TMUS 0.54% $70.7M 342,017 21.2 $233.2B Communication Services
44 Intercontinental Exchange Inc ICE 0.52% $67.8M 427,728 27.4 $90.3B Financial Services
45 Quanta Services Inc PWR 0.51% $66.6M 115,215 81.9 $83.1B Industrials
46 Trane Technologies PLC TT 0.49% $64.7M 152,951 31.4 $91.0B Industrials
47 O'Reilly Automotive Inc ORLY 0.48% $63.7M 724,542 29.0 $73.7B Consumer Cyclical
48 Cardinal Health Inc CAH 0.48% $63.6M 301,491 29.4 $48.9B Healthcare
49 Vistra Corp VST 0.47% $62.3M 372,506 52.6 $49.5B Utilities
50 Kinder Morgan Inc KMI 0.41% $54.6M 1,633,652 23.9 $73.1B Energy

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms