IWFG - ETF AI Analysis

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IQ Winslow Focused Large Cap Growth ETF (IWFG)

Rating:73Outperform

Price Target:―

IWFG, the IQ Winslow Focused Large Cap Growth ETF, earns a solid rating largely because it is built around high-quality growth leaders like Microsoft, Alphabet, and Nvidia, which benefit from strong financial performance and long-term opportunities in cloud computing and AI. These strengths are slightly tempered by risks such as rich valuations, some mixed or bearish technical signals, and a heavy tilt toward a relatively narrow group of large tech and AI-focused companies, which can increase volatility if sentiment toward the sector turns.

Positive Factors

Strong Top Holdings

Several key positions, including Nvidia, Broadcom, and Netflix, have delivered strong year-to-date performance, driving the ETF's returns.

Technology Sector Leadership

With over half of its exposure in the technology sector, the ETF benefits from the strong growth trends in this industry.

Reasonable Expense Ratio

The ETF's expense ratio is competitive compared to actively managed funds, helping investors keep more of their returns.

Negative Factors

High Sector Concentration

The ETF is heavily weighted toward technology, which increases risk if the sector experiences a downturn.

Limited Geographic Diversification

With nearly all holdings based in the U.S., the ETF lacks exposure to international markets, reducing global diversification.

Mixed Short-Term Performance

Recent one-month and three-month returns have been weak, suggesting potential volatility in the near term.

IWFG vs. SPDR S&P 500 ETF (SPY)

AUM57.72M

RegionNorth America

Expense Ratio0.46%

Beta1.28

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. Volume672

30 Day Avg. Volume747

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

66.91

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering26

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IWFG Summary

The IQ Winslow Focused Large Cap Growth ETF (IWFG) is an investment fund that focuses on large, well-established companies in the U.S. with strong growth potential. It includes major players like Nvidia and Microsoft, which are leaders in technology and innovation. This ETF is heavily weighted toward the tech sector, making it a good choice for investors looking to benefit from the growth of cutting-edge industries. However, because it focuses on growth stocks, its value can rise and fall significantly with market trends, especially in the technology sector.

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

The IQ Winslow Focused Large Cap Growth ETF leans heavily into technology, with Nvidia and Microsoft leading the charge. Nvidia’s focus on AI and data centers has kept its long-term outlook bright, though recent performance has been mixed. Microsoft’s cloud and AI growth are promising, but short-term signals are less steady. Alphabet is a standout, riding strong momentum from AI and cloud investments, while Meta’s performance has been choppy despite its focus on engagement growth. With over half the fund in tech and a U.S.-centric portfolio, this ETF is betting big on innovation but faces volatility in key names.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	13.28%	$7.67M	$4.55T	35.23%	76 Outperform
MSFT	Microsoft	11.31%	$6.53M	$3.39T	7.18%	79 Outperform
AMZN	Amazon	7.61%	$4.39M	$2.55T	5.83%	71 Outperform
AVGO	Broadcom	6.66%	$3.84M	$1.63T	48.12%	76 Outperform
GOOG	Alphabet Class C	6.12%	$3.53M	$4.02T	68.64%	82 Outperform
META	Meta Platforms	5.00%	$2.89M	$1.56T	1.22%	76 Outperform
LLY	Eli Lilly & Co	4.83%	$2.79M	$976.55B	43.08%	72 Outperform
AAPL	Apple	4.59%	$2.65M	$3.80T	11.11%	79 Outperform
ISRG	Intuitive Surgical	3.75%	$2.16M	$191.90B	-9.72%	78 Outperform
ADI	Analog Devices	3.13%	$1.81M	$147.92B	37.00%	78 Outperform

IWFG Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

53.50

Negative

100DMA

53.57

Negative

200DMA

51.04

Positive

Market Momentum

MACD

-0.21

Positive

RSI

39.29

Neutral

STOCH

14.68

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 53.46, equal to the 50-day MA of 53.50, and equal to the 200-day MA of 51.04, indicating a neutral trend. The MACD of -0.21 indicates Positive momentum. The RSI at 39.29 is Neutral, neither overbought nor oversold. The STOCH value of 14.68 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IWFG	―	―	$57.72M	0.46%	―
LCLG	―	―	$99.87M	0.90%	―
MMLG	―	―	$89.77M	0.85%	―
PRXG	―	―	$70.87M	0.36%	―
PGRO	―	―	$64.77M	0.49%	―
CGGG	―	―	$64.63M	0.39%	―

Performance Comparison

IWFG

IQ Winslow Focused Large Cap Growth ETF

52.49

4.47

9.31%

LCLG

Logan Capital Broad Innovative Growth ETF

―

MMLG

First Trust Multi-Manager Large Growth ETF

―

PRXG

Praxis Impact Large Cap Growth ETF

―

PGRO

Putnam Focused Large Cap Growth ETF

―

CGGG

Capital Group U.S. Large Growth ETF

―

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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