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XLG

Invesco S&P 500 Top 50 ETF
1W: -0.1% 1M: -4.6% 3M: -8.6% YTD: -7.7% 1Y: +19.4% 3Y: +84.6% 5Y: +95.7%
$54.91
-0.02 (-0.04%)
After Hours: $54.83 (-0.08, -0.15%)
Weekly Expected Move ±2.2%
$51 $52 $53 $54 $55
ETF AMEX · AUM $11.5B
ETF-Level Metrics
AUM$11.5B
Holdings52
Top 10 Wt61.0%
Beta1.05
% Profitable98%
Coverage100%
Portfolio Valuation
P/E32.2
P/B11.4
P/S8.0
EV/EBITDA22.4
P/FCF42.9
PEG0.95
Profitability & Returns
Gross Margin52.5%
Net Margin24.8%
ROE39.4%
ROA13.7%
ROIC34.1%
Div Yield0.90%
Leverage & Liquidity
Debt/Equity0.49
Debt/Assets0.18
Net Debt/EBITDA-0.1x
Interest Cov15.2x
Current Ratio1.26
Quick Ratio1.19
Growth (YoY)
Revenue+19.1%
Net Income+33.3%
EPS+34.3%
FCF+27.2%
EBITDA+28.1%
Rev CAGR 3Y+19.0%
Quality Scores
Piotroski F7.0
Altman Z20.15
IS Quality80.7
IS Overall69.7
IS Value43.0
Median P/E27.2

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 15 43.2% 46.9
Communication Services 7 16.0% 21.6
Consumer Cyclical 4 10.9% 96.0
Financial Services 8 10.2% 18.1
Healthcare 7 7.8% 38.8
Consumer Defensive 6 6.2% 32.1
Energy 2 3.1% 28.1
Industrials 2 1.9% 36.1
Basic Materials 1 0.7% 33.8
Other 2 —%

Smart Money Overlap

16 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 4.43% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 3.77% 4 Bullish 42 14 -3.2%
JPM JPMorgan Chase & Co. 2.37% 4 Bullish 14 9 +0.2%
JNJ Johnson & Johnson 1.75% 4 Bullish 12 2 +0.4%
WMT Walmart Inc. 1.63% 4 Bullish 22 3 +1.2%
NFLX Netflix, Inc. 1.20% 4 Bullish 71 13 +3.2%
ABBV AbbVie Inc. 1.13% 4 Bullish 15 1 -4.0%
HD The Home Depot, Inc. 0.98% 4 Bullish 11 11 -3.3%
CSCO Cisco Systems, Inc. 0.92% 4 Bullish 5 6 +0.1%
MRK Merck & Co., Inc. 0.90% 4 Bullish 11 2 +2.1%
UNH UnitedHealth Group Incorporated 0.74% 4 Bullish 7 5 -1.7%
LIN Linde plc 0.69% 4 Bullish 10 3 +4.3%
IBM International Business Machines Corporation 0.68% 4 Bullish 10 8 +2.5%
T AT&T Inc. 0.59% 4 Bullish 28 5 -2.3%
CRM Salesforce, Inc. 0.52% 4 Bullish 10 5 -4.2%
DIS The Walt Disney Company 0.51% 4 Bullish 29 3 +0.3%
Showing 50 of 54 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 12.72% $1.2B 7,108,630 35.9 $4.3T Technology
2 Apple Inc AAPL 11.18% $1.1B 4,294,783 32.0 $3.8T Technology
3 Microsoft Corp MSFT 8.17% $802.4M 2,172,324 23.3 $2.8T Technology
4 Amazon.com Inc AMZN 6.13% $601.8M 2,857,721 28.9 $2.3T Consumer Cyclical
5 Alphabet Inc GOOGL 5.16% $506.5M 1,703,233 27.0 $3.6T Communication Services
6 Broadcom Inc AVGO 4.43% $434.8M 1,386,909 59.7 $1.5T Technology
7 Alphabet Inc GOOG 4.11% $403.4M 1,368,024 27.0 $3.6T Communication Services
8 Meta Platforms Inc META 3.77% $370.6M 639,785 24.0 $1.4T Communication Services
9 Tesla Inc TSLA 3.19% $313.7M 822,755 307.1 $1.4T Consumer Cyclical
10 Berkshire Hathaway Inc BRK-B 2.61% $256.7M 536,442 15.4 $1.0T Financial Services
11 JPMorgan Chase & Co JPM 2.37% $233.0M 788,775 14.4 $794.5B Financial Services
12 Eli Lilly & Co LLY 2.25% $221.3M 231,806 40.7 $884.0B Healthcare
13 Exxon Mobil Corp XOM 2.00% $196.6M 1,222,618 24.1 $669.5B Energy
14 Johnson & Johnson JNJ 1.75% $172.1M 705,098 22.0 $585.7B Healthcare
15 Walmart Inc WMT 1.63% $160.0M 1,282,309 45.8 $1.0T Consumer Defensive
16 Visa Inc V 1.49% $146.8M 491,768 27.7 $580.0B Financial Services
17 Costco Wholesale Corp COST 1.32% $129.5M 129,914 52.7 $450.3B Consumer Defensive
18 Netflix Inc NFLX 1.20% $118.0M 1,235,173 38.0 $418.1B Communication Services
19 Mastercard Inc MA 1.19% $117.2M 238,324 29.6 $440.4B Financial Services
20 AbbVie Inc ABBV 1.13% $111.1M 517,011 88.0 $369.2B Healthcare
21 Chevron Corp CVX 1.10% $108.2M 548,291 32.2 $397.7B Energy
22 Advanced Micro Devices Inc AMD 1.02% $100.2M 476,881 81.8 $354.6B Technology
23 Caterpillar Inc CAT 1.01% $99.3M 136,020 37.7 $335.6B Industrials
24 Procter & Gamble Co/The PG 1.00% $98.0M 679,870 21.1 $334.4B Consumer Defensive
25 Palantir Technologies Inc PLTR 1.00% $97.9M 668,352 218.1 $340.2B Technology
26 Home Depot Inc/The HD 0.98% $96.0M 291,298 22.6 $320.3B Consumer Cyclical
27 Bank of America Corp BAC 0.97% $95.6M 1,941,035 11.9 $354.4B Financial Services
28 Cisco Systems Inc CSCO 0.92% $90.1M 1,155,767 28.2 $312.2B Technology
29 General Electric Co GE 0.92% $89.8M 306,859 34.5 $296.6B Industrials
30 Merck & Co Inc MRK 0.90% $87.7M 725,996 16.5 $298.8B Healthcare
31 Coca-Cola Co/The KO 0.88% $86.2M 1,132,639 25.2 $330.0B Consumer Defensive
32 Goldman Sachs Group Inc/The GS 0.77% $75.5M 87,718 15.7 $256.1B Financial Services
33 Wells Fargo & Co WFC 0.74% $72.9M 904,612 12.0 $248.7B Financial Services
34 UnitedHealth Group Inc UNH 0.74% $72.6M 264,950 20.9 $251.7B Healthcare
35 Philip Morris International Inc PM 0.74% $71.7M 455,413 21.7 $246.1B Consumer Defensive
36 Oracle Corp ORCL 0.73% $72.0M 496,001 25.8 $421.0B Technology
37 Linde PLC LIN 0.69% $67.4M 136,512 33.8 $232.9B Basic Materials
38 International Business Machines Corp IBM 0.68% $66.5M 273,520 21.9 $232.8B Technology
39 McDonald's Corp MCD 0.65% $64.0M 208,248 25.6 $219.2B Consumer Cyclical
40 PepsiCo Inc PEP 0.63% $61.8M 399,888 26.1 $214.6B Consumer Defensive
41 Verizon Communications Inc VZ 0.62% $60.9M 1,233,642 12.2 $208.4B Communication Services
42 AT&T Inc T 0.59% $58.0M 2,047,838 9.3 $198.2B Communication Services
43 Texas Instruments Inc TXN 0.53% $52.1M 265,458 35.4 $177.4B Technology
44 Abbott Laboratories ABT 0.53% $52.1M 508,801 27.5 $178.8B Healthcare
45 Salesforce Inc CRM 0.52% $51.1M 274,191 23.5 $175.4B Technology
46 Walt Disney Co/The DIS 0.51% $50.0M 518,237 14.1 $171.4B Communication Services
47 Intuitive Surgical Inc ISRG 0.49% $48.2M 103,843 56.2 $160.5B Healthcare
48 Accenture PLC ACN 0.36% $35.5M 180,018 16.2 $123.9B Technology
49 Intuit Inc INTU 0.35% $34.6M 81,296 27.2 $117.6B Technology
50 ServiceNow Inc NOW 0.32% $31.8M 306,025 60.6 $106.7B Technology

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