— Know what they know.
Not Investment Advice

QVML

Invesco S&P 500 QVM Multi-factor ETF
1W: -1.9% 1M: -6.9% 3M: -6.3% YTD: -5.4% 1Y: +11.0% 3Y: +65.2%
$37.64
-0.35 (-0.93%)
After Hours: $37.28 (-0.36, -0.96%)
ETF AMEX · AUM $1.5B
ETF-Level Metrics
AUM$1.5B
Holdings448
Top 10 Wt40.2%
Beta0.96
% Profitable92%
Coverage100%
Portfolio Valuation
P/E32.3
P/B10.5
P/S7.5
EV/EBITDA22.3
P/FCF40.8
PEG1.36
Profitability & Returns
Gross Margin50.2%
Net Margin23.1%
ROE35.7%
ROA11.9%
ROIC30.7%
Div Yield1.20%
Leverage & Liquidity
Debt/Equity0.54
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.1x
Current Ratio1.20
Quick Ratio1.12
Growth (YoY)
Revenue+16.8%
Net Income+29.5%
EPS+30.6%
FCF+31.9%
EBITDA+24.5%
Rev CAGR 3Y+14.2%
Quality Scores
Piotroski F6.9
Altman Z11.79
IS Quality77.0
IS Overall64.7
IS Value46.3
Median P/E22.7

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 74 34.7% 13.6
Financial Services 67 12.7% 15.8
Communication Services 19 11.1% 13.3
Healthcare 55 9.0% 23.3
Consumer Cyclical 38 8.5% 36.7
Industrials 65 7.6% 32.6
Consumer Defensive 35 5.6% 17.6
Energy 22 4.0% 22.5
Utilities 32 3.2% 24.3
Basic Materials 18 1.7% 10.0
Real Estate 23 1.6% 139.5
Other 3 0.1%

Smart Money Overlap

69 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.76% 4 Bullish 1 10 -3.8%
JPM JPMorgan Chase & Co. 1.50% 4 Bullish 14 9 -4.8%
JNJ Johnson & Johnson 1.08% 4 Bullish 12 2 -1.2%
V Visa Inc. 0.98% 4 Bullish 7 12 -3.5%
WMT Walmart Inc. 0.97% 4 Bullish 21 3 +1.5%
NFLX Netflix, Inc. 0.85% 4 Bullish 71 13 -3.9%
MA Mastercard Incorporated 0.78% 4 Bullish 13 3 -3.2%
HD The Home Depot, Inc. 0.63% 4 Bullish 11 11 -1.2%
MRK Merck & Co., Inc. 0.58% 4 Bullish 11 2 +0.5%
CSCO Cisco Systems, Inc. 0.56% 4 Bullish 5 6 +4.1%
RTX RTX Corporation 0.51% 4 Bullish 18 3 -1.6%
UNH UnitedHealth Group Incorporated 0.48% 4 Bullish 7 8 -5.2%
LIN Linde plc 0.45% 4 Bullish 10 3 +2.8%
IBM International Business Machines Corporation 0.43% 4 Bullish 10 8 -0.1%
T AT&T Inc. 0.40% 4 Bullish 29 5 +3.2%
INTC Intel Corporation 0.38% 4 Bullish 2 2 -3.3%
GEV GE Vernova Inc. 0.38% 4 Bullish 8 7 -0.1%
C Citigroup Inc. 0.36% 4 Bullish 36 9 -4.2%
DIS The Walt Disney Company 0.32% 4 Bullish 28 3 -4.7%
CRM Salesforce, Inc. 0.31% 4 Bullish 10 5 -5.0%
Showing 50 of 451 holdings · Page 1 of 10
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 7.87% $113.3M 634,601 34.0 $4.2T Technology
2 Apple Inc AAPL 6.93% $99.8M 400,874 31.9 $3.7T Technology
3 Alphabet Inc GOOG 5.64% $81.2M 265,572 25.4 $3.4T Communication Services
4 Microsoft Corp MSFT 5.58% $80.3M 206,369 22.3 $2.7T Technology
5 Amazon.com Inc AMZN 3.83% $55.1M 263,898 27.8 $2.2T Consumer Cyclical
6 Broadcom Inc AVGO 2.76% $39.7M 124,019 57.6 $1.5T Technology
7 Meta Platforms Inc META 2.46% $35.4M 58,411 22.1 $1.4T Communication Services
8 Tesla Inc TSLA 1.91% $27.5M 72,244 309.6 $1.4T Consumer Cyclical
9 Berkshire Hathaway Inc BRK-B 1.74% $25.0M 51,905 15.3 $1.0T Financial Services
10 JPMorgan Chase & Co JPM 1.50% $21.6M 75,035 14.0 $786.6B Financial Services
11 Eli Lilly & Co LLY 1.48% $21.3M 23,258 38.6 $847.1B Healthcare
12 Exxon Mobil Corp XOM 1.23% $17.7M 111,768 25.4 $689.1B Energy
13 Johnson & Johnson JNJ 1.08% $15.5M 65,196 22.0 $576.5B Healthcare
14 Visa Inc V 0.98% $14.1M 47,137 27.4 $589.1B Financial Services
15 Walmart Inc WMT 0.97% $14.0M 115,825 45.1 $974.1B Consumer Defensive
16 Netflix Inc NFLX 0.85% $12.2M 133,415 36.1 $395.4B Communication Services
17 Costco Wholesale Corp COST 0.85% $12.2M 12,524 51.0 $434.6B Consumer Defensive
18 Micron Technology Inc MU 0.84% $12.1M 27,211 16.8 $400.9B Technology
19 Mastercard Inc MA 0.78% $11.2M 22,804 29.3 $446.9B Financial Services
20 Chevron Corp CVX 0.73% $10.5M 52,087 34.1 $415.5B Energy
21 Procter & Gamble Co/The PG 0.68% $9.7M 67,132 21.0 $332.6B Consumer Defensive
22 Home Depot Inc/The HD 0.63% $9.0M 27,352 22.8 $327.1B Consumer Cyclical
23 Advanced Micro Devices Inc AMD 0.62% $8.9M 43,232 75.1 $332.2B Technology
24 General Electric Co GE 0.61% $8.8M 30,259 34.6 $300.9B Industrials
25 Bank of America Corp BAC 0.60% $8.6M 182,891 11.5 $352.3B Financial Services
26 Palantir Technologies Inc PLTR 0.60% $8.6M 55,182 210.8 $338.1B Technology
27 Merck & Co Inc MRK 0.58% $8.3M 72,729 16.3 $294.1B Healthcare
28 Coca-Cola Co/The KO 0.58% $8.3M 109,384 24.8 $321.2B Consumer Defensive
29 Caterpillar Inc CAT 0.57% $8.2M 11,906 36.8 $329.1B Industrials
30 Cisco Systems Inc CSCO 0.56% $8.1M 102,958 28.5 $324.6B Technology
31 Lam Research Corp LRCX 0.52% $7.4M 31,827 43.0 $264.3B Technology
32 Philip Morris International Inc PM 0.51% $7.3M 44,378 22.6 $252.9B Consumer Defensive
33 RTX Corp RTX 0.51% $7.3M 36,335 38.2 $258.9B Industrials
34 Applied Materials Inc AMAT 0.50% $7.1M 19,966 34.4 $268.7B Technology
35 UnitedHealth Group Inc UNH 0.48% $6.9M 24,662 19.8 $243.3B Healthcare
36 Linde PLC LIN 0.45% $6.5M 13,285 33.0 $229.6B Basic Materials
37 Oracle Corp ORCL 0.44% $6.3M 40,690 24.5 $410.7B Technology
38 Wells Fargo & Co WFC 0.44% $6.3M 82,246 11.6 $243.8B Financial Services
39 International Business Machines Corp IBM 0.43% $6.2M 24,953 20.8 $226.7B Technology
40 Goldman Sachs Group Inc/The GS 0.43% $6.2M 7,645 14.7 $246.7B Financial Services
41 Verizon Communications Inc VZ 0.40% $5.8M 117,732 12.5 $214.0B Communication Services
42 AT&T Inc T 0.40% $5.7M 206,836 9.6 $205.1B Communication Services
43 PepsiCo Inc PEP 0.40% $5.6M 36,884 25.3 $206.2B Consumer Defensive
44 Amgen Inc AMGN 0.39% $5.6M 15,989 24.7 $190.4B Healthcare
45 NextEra Energy Inc NEE 0.38% $5.5M 59,286 28.1 $189.9B Utilities
46 Intel Corp INTC 0.38% $5.5M 118,044 -785.6 $220.3B Technology
47 GE Vernova Inc GEV 0.38% $5.4M 6,149 48.1 $236.9B Utilities
48 Abbott Laboratories ABT 0.37% $5.3M 49,637 27.9 $181.7B Healthcare
49 KLA Corp KLAC 0.36% $5.1M 3,401 41.9 $190.7B Technology
50 Citigroup Inc C 0.36% $5.1M 46,562 14.1 $196.6B Financial Services
1 2 3 ... 10 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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