PWC XTF: Dynamic Market Portfolio

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  • PWC
  • Category
  • All Cap Equities
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PWC - Profile

Vitals

Investment Themes

Alternative ETFs in the All Cap Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The Index is comprised of U.S. stocks from each sector identified as having the greatest capital appreciation pursuant to a proprietary Amex Intellidex Methodology.

Realtime Rating

PWC - Realtime Rating

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Realtime Rating Summary

PWC is a passive ETF that seeks to replicate Dynamic Market Intellidex Index. The Index is comprised of U.S. stocks from each sector identified as having the greatest capital appreciation pursuant to a proprietary Amex Intellidex Methodology.

The adjacent table gives investors an individual Realtime Rating for PWC on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the All Cap Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

PWC Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B- n/a
Expenses B- n/a
Performance
Volatility
Dividend
Concentration

Knowledge Center

Sector ETFs

Alternative ETFs

Vanguard Center

Emerging Market ETFs

MLP Center

Leveraged ETFs

PWC In-Depth Analysis

The following tables and charts contain in-depth metrics for PWC and compare it to similar peer ETFs within its ETFdb Category.

Holdings

PWC - Holdings

Filings Data as of: Jun 02, 2015
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Concentration Analysis

This section compares how balanced and deep PWC is relative to the peer group ETFdb Category.

Number of Holdings
PWC Rank:
PWC 100
Category Low
Category High
% Assets in Top 10
PWC Rank:
PWC 30.12%
Category Low
Category High

PWC Asset Allocation

Asset Percentage
U.S. Stocks 97.87%
International Stocks 2.14%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash -0.01%
Other 0.0%

PWC Sector Breakdown

Sector Percentage
Technology 22.87%
Health Care 17.33%
Financial Services 14.02%
Industrials 10.8%
Energy 9.29%
Consumer Defensive 8.21%
Consumer Cyclical 8.02%
Basic Materials 3.61%
Utilities 2.79%
Communication Services 2.74%
Real Estate 0.33%

PWC Market Cap Breakdown

Market Cap Percentage
Giant 10.29%
Large 34.28%
Medium 36.62%
Small 14.27%
Micro 4.55%

PWC Region Breakdown

Region Percentage
U.S. 97.87%
Asia (Emerging) 0.97%
Europe 0.36%
Africa 0.0%
Asia (Developed) 0.0%
Japan 0.0%
Australia 0.0%
Latin America 0.0%
Canada 0.0%
Middle East 0.0%

PWC Market Tier Breakdown

Region Percentage
Developed 99.04%
Emerging 0.97%

PWC Country Breakdown

Country Percentage
United States 97.87%
China 0.97%
Switzerland 0.8%
Germany 0.36%
Other 0.0%
Expense

PWC - Expenses & Fees

This section compares the cost efficiency of PWC to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
PWC Rank:
PWC 0.60%
Category Low
Category High

Commission Free Trading in PWC

PWC is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 14 other ETFs in the All Cap Equities ETFdb Category that are also eligible for commission free trading:

Performance

PWC - Performance

This section shows how PWC has performed relative to its peer group ETFdb Category.

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1 Week Return
PWC Rank:
PWC -2.56%
Category Low
Category High
4 Week Return
PWC Rank:
PWC -0.24%
Category Low
Category High
13 Week Return
PWC Rank:
PWC -0.20%
Category Low
Category High
26 Week Return
PWC Rank:
PWC 2.40%
Category Low
Category High
Year to Date Return
PWC Rank:
PWC 3.23%
Category Low
Category High
1 Year Return
PWC Rank:
PWC 5.05%
Category Low
Category High
3 Year Return
PWC Rank:
PWC 71.57%
Category Low
Category High
5 Year Return
PWC Rank:
PWC 127.97%
Category Low
Category High
Charts

PWC - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of PWC relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

PWC - Valuation

This section shows how the P/E multiple of PWC compares to the peer group ETFdb Category.

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P/E Ratio
PWC Rank:
PWC 15.1
Category Low
Category High

As of Jun 30, 2015

Dividend

PWC - Dividend

This section shows how the dividend yield of PWC compares to the peer group ETFdb Category.

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Annual Dividend Yield
PWC Rank:
PWC 1.21%
Category Low
Category High

As of Jun 30, 2015

Technicals

PWC - Technicals

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PWC Volatility Analysis

This section shows how the volatility of PWC compares to the peer group ETFdb Category.

5 Day Volatility
PWC Rank:
PWC 32.12%
Category Low
Category High
20 Day Volatility
PWC Rank:
PWC 11.82%
Category Low
Category High
50 Day Volatility
PWC Rank:
PWC 13.01%
Category Low
Category High
200 Day Volatility
PWC Rank:
PWC 12.60%
Category Low
Category High
Beta
PWC Rank:
PWC -1.14
Category Low
Category High
Standard Deviation
PWC Rank:
PWC 2.48%
Category Low
Category High

PWC Technicals

  • 20 Day MA: $76.34
  • 60 Day MA: $75.76
  • MACD 15 Period: -0.74
  • MACD 100 Period: 0.35
  • Williams % Range 10 Day: 81.05
  • Williams % Range 20 Day: 59.93
  • RSI 10 Day: 43
  • RSI 20 Day: 48
  • RSI 30 Day: 50
  • Ultimate Oscillator: 41

PWC Bollinger Bands

  • Lower Bollinger (10 Day): $75.59
  • Upper Bollinger (10 Day): $78.27
  • Lower Bollinger (20 Day): $74.68
  • Upper Bollinger (20 Day): $77.99
  • Lower Bollinger (30 Day): $74.89
  • Upper Bollinger (30 Day): $77.68

PWC Support & Resistance

  • Support Level 1: n/a
  • Support Level 2: $75.08
  • Resistance Level 1: n/a
  • Resistance Level 2: $76.80

PWC Stochastic

  • Stochastic Oscillator %D (1 Day): 38.66
  • Stochastic Oscillator %D (5 Day): 28.57
  • Stochastic Oscillator %K (1 Day): 44.66
  • Stochastic Oscillator %K (5 Day): 46.91
Fact Sheet

PWC - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.