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PYZ

Invesco Dorsey Wright Basic Materials Momentum ETF
1W: +1.5% 1M: -12.3% 3M: +0.9% YTD: +1.9% 1Y: +32.6% 3Y: +43.5% 5Y: +44.6%
$114.96
-2.59 (-2.20%)
After Hours: $103.47 (-11.50, -10.00%)
ETF NASDAQ · AUM $56.7M
ETF-Level Metrics
AUM$57M
Holdings47
Top 10 Wt41.0%
Beta1.55
% Profitable60%
Coverage100%
Portfolio Valuation
P/E29.0
P/B3.5
P/S3.1
EV/EBITDA13.8
P/FCF22.8
PEG0.33
Profitability & Returns
Gross Margin29.0%
Net Margin8.7%
ROE10.0%
ROA4.9%
ROIC9.6%
Div Yield1.02%
Leverage & Liquidity
Debt/Equity0.39
Debt/Assets0.19
Net Debt/EBITDA0.8x
Interest Cov11.3x
Current Ratio1.74
Quick Ratio1.14
Growth (YoY)
Revenue+19.2%
Net Income+26.8%
EPS+28.6%
FCF+60.4%
EBITDA+19.3%
Rev CAGR 3Y+3.9%
Quality Scores
Piotroski F6.2
Altman Z5.91
IS Quality66.4
IS Overall52.4
IS Value49.0
Median P/E17.1

Sector Breakdown

7 sectors
Sector # Holdings Total Weight % Avg P/E
Basic Materials 38 78.7% -7.6
Industrials 4 13.4% 27.5
Energy 1 4.0% -77.5
Consumer Cyclical 2 1.9% -9.0
Technology 1 1.7% -14.3
Financial Services 1 0.3%
Other 1 -0.0%

Smart Money Overlap

4 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
CRS Carpenter Technology Corporation 5.55% 4 Bullish 10 5 +17.1%
FCX Freeport-McMoRan Inc. 2.97% 4 Bullish 2 2 +39.5%
LIN Linde plc 2.43% 4 Bullish 10 3 +2.8%
IP International Paper Company 1.31% 4 Bullish 8 1 +1.3%
Showing 48 of 48 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Carpenter Technology Corp CRS 5.55% $5.0M 13,347 45.1 $19.5B Industrials
2 ATI Inc ATI 4.84% $4.4M 29,794 48.4 $19.7B Industrials
3 Newmont Corp NEM 4.32% $3.9M 39,430 15.5 $108.4B Basic Materials
4 Hecla Mining Co HL 4.11% $3.7M 212,244 35.8 $11.5B Basic Materials
5 Albemarle Corp ALB 3.97% $3.6M 22,056 -40.2 $20.6B Basic Materials
6 Uranium Energy Corp UEC 3.95% $3.6M 270,397 -77.5 $6.4B Energy
7 Alcoa Corp AA 3.73% $3.4M 57,740 13.1 $15.2B Basic Materials
8 Corteva Inc CTVA 3.66% $3.3M 42,650 50.9 $55.6B Basic Materials
9 Royal Gold Inc RGLD 3.50% $3.2M 14,147 39.8 $15.1B Basic Materials
10 Century Aluminum Co CENX 3.35% $3.0M 61,368 112.2 $4.8B Basic Materials
11 MP Materials Corp MP 3.34% $3.0M 57,183 -107.0 $9.2B Basic Materials
12 Coeur Mining Inc CDE 3.04% $2.8M 151,275 17.5 $10.4B Basic Materials
13 Freeport-McMoRan Inc FCX 2.97% $2.7M 50,374 36.6 $80.2B Basic Materials
14 DuPont de Nemours Inc DD 2.90% $2.6M 60,639 -24.4 $19.3B Basic Materials
15 Steel Dynamics Inc STLD 2.76% $2.5M 14,970 21.4 $25.5B Basic Materials
16 Linde PLC LIN 2.43% $2.2M 4,502 33.3 $229.6B Basic Materials
17 Element Solutions Inc ESI 2.36% $2.1M 67,299 43.1 $8.3B Basic Materials
18 Avery Dennison Corp AVY 2.31% $2.1M 12,865 19.0 $13.0B Industrials
19 NewMarket Corp NEU 1.88% $1.7M 2,803 14.1 $5.9B Basic Materials
20 Reliance Inc RS 1.74% $1.6M 5,348 21.1 $15.7B Basic Materials
21 Chemours Co/The CC 1.73% $1.6M 83,061 -8.4 $3.2B Basic Materials
22 Ivanhoe Electric Inc / US IE 1.72% $1.6M 137,628 -14.3 $1.7B Technology
23 Ecolab Inc ECL 1.71% $1.6M 6,002 36.0 $74.8B Basic Materials
24 Westlake Corp WLK 1.65% $1.5M 13,486 -9.7 $14.6B Basic Materials
25 Nucor Corp NUE 1.64% $1.5M 9,213 21.8 $38.0B Basic Materials
26 Scotts Miracle-Gro Co/The SMG 1.60% $1.5M 22,612 40.1 $3.6B Basic Materials
27 RPM International Inc RPM 1.50% $1.4M 14,162 18.8 $12.6B Basic Materials
28 Commercial Metals Co CMC 1.47% $1.3M 21,773 13.1 $6.6B Basic Materials
29 Ingevity Corp NGVT 1.46% $1.3M 20,265 -15.2 $2.5B Basic Materials
30 Louisiana-Pacific Corp LPX 1.40% $1.3M 17,653 34.7 $5.1B Basic Materials
31 Hawkins Inc HWKN 1.32% $1.2M 8,901 38.1 $3.2B Basic Materials
32 Kaiser Aluminum Corp KALU 1.32% $1.2M 10,728 16.5 $1.9B Basic Materials
33 International Paper Co IP 1.31% $1.2M 34,929 -5.4 $19.1B Consumer Cyclical
34 Materion Corp MTRN 1.30% $1.2M 8,745 39.0 $2.9B Basic Materials
35 Cleveland-Cliffs Inc CLF 1.29% $1.2M 143,760 -2.8 $4.8B Basic Materials
36 Huntsman Corp HUN 1.26% $1.1M 98,505 -7.6 $2.2B Basic Materials
37 Cabot Corp CBT 1.22% $1.1M 16,158 12.5 $3.9B Basic Materials
38 Perimeter Solutions Inc PRM 1.09% $988,682 46,592 -15.5 $3.2B Basic Materials
39 Sensient Technologies Corp SXT 1.08% $977,304 11,364 27.3 $3.7B Basic Materials
40 Sylvamo Corp SLVM 1.04% $948,431 24,463 12.0 $1.6B Basic Materials
41 Idaho Strategic Resources Inc IDR 0.95% $863,415 29,569 23.0 $414M Basic Materials
42 Ashland Inc ASH 0.93% $842,038 16,777 -3.6 $2.5B Basic Materials
43 Balchem Corp BCPC 0.92% $838,043 5,101 34.7 $5.4B Basic Materials
44 Quaker Chemical Corp KWR 0.75% $684,772 5,656 -877.8 $2.2B Basic Materials
45 Magnera Corp MAGN 0.66% $601,962 58,728 -2.4 $323M Industrials
46 O-I Glass Inc OI 0.63% $574,974 55,553 -12.5 $1.6B Consumer Cyclical
47 Invesco Government & Agency Portfolio AGPXX 0.29% $262,470 262,470 $79.1B Financial Services
48 CASH & EQUIVALENTS Cash -0.00% $-140 -140

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