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IWFG - ETF AI Analysis
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IQ Winslow Focused Large Cap Growth ETF (IWFG)
Rating:73Outperform
Price Target:―
Positive Factors
High-Quality Large-Cap Growth Names
The fund’s biggest positions are well-known, financially strong companies that are leaders in their industries, which can support long-term growth potential.
Focused Yet Multi-Sector Exposure
While the ETF emphasizes technology and communication services, it still includes health care, consumer, financial, and industrial stocks, offering some diversification across different parts of the economy.
Meaningful Position in a Strong Chipmaker
A sizable holding in a major semiconductor company with relatively steady recent performance can help the fund if demand for chips and related technologies remains healthy.
Negative Factors
Heavy Concentration in Technology
More than half of the portfolio is in technology stocks, which can make the fund more sensitive to downturns in that single sector.
Recent Weak Overall Performance
The ETF has shown weak returns over the past month, three months, and year-to-date, suggesting it has been struggling in the current market environment.
Several Top Holdings Are Lagging
Some of the largest positions, including major technology and communication services names, have had weak recent performance, which has likely weighed on the fund’s results.
IWFG vs. SPDR S&P 500 ETF (SPY)
AUM54.21M
RegionNorth America
Expense Ratio0.46%
Beta1.27
IssuerNew York Life Investments
Inception DateJun 23, 2022
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume99
30 Day Avg. Volume604
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWFG Summary
The IQ Winslow Focused Large Cap Growth ETF (IWFG) is an exchange-traded fund that invests in large, fast-growing U.S. companies rather than tracking a specific index. It focuses mainly on technology and communication services, holding well-known names like Nvidia and Microsoft, along with other major innovators. Someone might consider this ETF if they want growth potential from leading companies in areas like tech, online services, and healthcare, all in a single investment. A key risk is that it is heavily tilted toward growth and tech-related stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The IQ Winslow Focused Large Cap Growth ETF (IWFG) has an expense ratio of 0.46%, which means you’ll pay $4.60 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting specific large-cap growth companies rather than tracking a broad index. Active management typically involves more research and decision-making, which can lead to higher costs.
What would affect this ETF?The IWFG ETF, with its strong focus on U.S. large-cap growth stocks, particularly in technology and communication services, could benefit from continued innovation and demand in these sectors, as well as favorable economic conditions like low interest rates that support growth-oriented companies. However, it may face challenges from rising interest rates, regulatory scrutiny on major tech firms, or economic slowdowns that impact consumer spending and corporate earnings. Its concentrated exposure to a few sectors and top holdings like Nvidia and Microsoft also makes it more sensitive to sector-specific risks.
IWFG Top 10 Holdings
IWFG is riding a tech-heavy wave, with Nvidia and Microsoft sitting in the captain’s chair but lately looking a bit tired, as both have shown softer, more mixed momentum. Alphabet and Eli Lilly are doing more of the heavy lifting, with steadier, rising trends that help offset weakness in mega-cap names like Apple and Meta, which have been losing steam and quietly dragging on returns. The fund is firmly anchored in U.S. large-cap growth, heavily tilted toward technology and communication services, with a supporting cast in health care.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.96% | $7.53M | $4.49T | 35.01% | 76 Outperform | |
| Microsoft | 9.57% | $5.16M | $2.95T | -4.32% | 79 Outperform | |
| Apple | 8.65% | $4.66M | $3.87T | 7.76% | 79 Outperform | |
| Alphabet Class C | 7.05% | $3.80M | $3.66T | 64.70% | 82 Outperform | |
| Amazon | 5.48% | $2.95M | $2.16T | -11.24% | 71 Outperform | |
| Broadcom | 5.01% | $2.70M | $1.58T | 45.38% | 76 Outperform | |
| Meta Platforms | 4.62% | $2.49M | $1.62T | -9.16% | 76 Outperform | |
| Analog Devices | 3.76% | $2.03M | $164.92B | 39.66% | 78 Outperform | |
| Trane Technologies | 3.75% | $2.02M | $104.12B | 26.95% | 70 Outperform | |
| Mastercard | 3.48% | $1.87M | $465.46B | -8.19% | 75 Outperform |
IWFG Technical Analysis
Negative
―
Price Trends
52.44
Negative
53.12
Negative
51.97
Negative
Market Momentum
-0.94
Positive
34.89
Neutral
13.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWFG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 50.87, equal to the 50-day MA of 52.44, and equal to the 200-day MA of 51.97, indicating a bearish trend. The MACD of -0.94 indicates Positive momentum. The RSI at 34.89 is Neutral, neither overbought nor oversold. The STOCH value of 13.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWFG.
IWFG Peer Comparison
Comparison Results
Performance Comparison
IWFG
IQ Winslow Focused Large Cap Growth ETF
49.81
0.84
1.72%
AGRW
Allspring LT Large Growth ETF
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LCLG
Logan Capital Broad Innovative Growth ETF
―
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MMLG
First Trust Multi-Manager Large Growth ETF
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PRXG
Praxis Impact Large Cap Growth ETF
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―
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PGRO
Putnam Focused Large Cap Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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