IWLG - ETF AI Analysis

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IQ Winslow Large Cap Growth ETF (IWLG)

Rating:72Outperform

Price Target:―

The IQ Winslow Large Cap Growth ETF (IWLG) benefits from strong contributions by top holdings like Nvidia and Alphabet, which are well-positioned for long-term growth due to their strategic focus on AI and cloud services. However, the fund's overall rating is tempered by weaker-performing holdings such as Mastercard and Meta Platforms, which face challenges like bearish momentum and high valuations. A key risk for the ETF is its concentration in high-valuation tech stocks, which could lead to volatility in the short term.

Positive Factors

Strong Top Holdings

Several key holdings, including Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving the ETF’s overall 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.

Healthy Year-to-Date Performance

The ETF has shown solid year-to-date growth, indicating strong momentum in its portfolio.

Negative Factors

High Sector Concentration

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

Limited Geographic Diversification

Nearly all of the ETF’s holdings are U.S.-based, leaving it exposed to domestic market risks without global diversification.

Moderate Expense Ratio

The ETF’s expense ratio is higher than some low-cost alternatives, which could reduce net returns over time.

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

AUM625.22M

RegionNorth America

Expense Ratio0.50%

Beta1.29

IssuerNew York Life Investments

Inception DateJun 23, 2022

Dividend Yield1.16%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume61,311

30 Day Avg. Volume152,368

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

65.06

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering39

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IWLG Summary

The IQ Winslow Large Cap Growth ETF (IWLG) is an investment fund that focuses on large, well-established companies in the U.S. with strong growth potential. It includes industry leaders like Nvidia and Microsoft, which are known for innovation and market influence. This ETF is heavily invested in technology companies, making it a good choice for investors looking to benefit from the growth of tech and other expanding sectors. It offers a way to diversify your portfolio with mature companies that are still growing. However, since it is heavily focused on tech stocks, its performance can be impacted by fluctuations in the technology sector.

How much will it cost me?The IQ Winslow Large Cap Growth ETF (IWLG) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because the fund is actively managed, requiring more research and expertise to select stocks with strong growth potential.

What would affect this ETF?The IWLG ETF, heavily focused on U.S. large-cap growth stocks, could benefit from continued innovation and expansion in the technology sector, which makes up a significant portion of its holdings. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact growth-oriented companies. Regulatory changes affecting major tech firms or shifts in consumer spending trends could also influence the ETF's performance.

IWLG Top 10 Holdings

The IWLG ETF leans heavily into the technology sector, with over half its weight in tech giants like Nvidia and Microsoft. Nvidia, despite its long-term AI-driven growth potential, has shown mixed momentum recently, while Microsoft has been lagging due to valuation concerns. Alphabet stands out as a rising star, benefiting from strong AI and cloud growth, while Apple’s steady performance adds stability. However, Meta Platforms has been a drag on the fund, with bearish momentum and regulatory challenges weighing on its outlook. Overall, the fund’s U.S.-centric, tech-heavy focus drives its growth-oriented positioning.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	12.54%	$78.26M	$4.38T	33.19%	76 Outperform
MSFT	Microsoft	11.35%	$70.81M	$3.61T	14.78%	73 Outperform
AAPL	Apple	9.18%	$57.30M	$4.10T	18.14%	80 Outperform
GOOG	Alphabet Class C	6.49%	$40.53M	$3.86T	87.50%	82 Outperform
AMZN	Amazon	5.66%	$35.30M	$2.45T	11.38%	71 Outperform
AVGO	Broadcom	5.60%	$34.96M	$1.88T	148.99%	76 Outperform
META	Meta Platforms	3.41%	$21.25M	$1.60T	11.32%	71 Outperform
LLY	Eli Lilly & Co	2.78%	$17.32M	$1.04T	40.11%	71 Outperform
ISRG	Intuitive Surgical	2.41%	$15.02M	$203.56B	6.62%	78 Outperform
MA	Mastercard	2.37%	$14.80M	$489.34B	2.36%	69 Neutral

IWLG Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

54.40

Positive

100DMA

53.34

Positive

200DMA

49.79

Positive

Market Momentum

MACD

-0.29

Positive

RSI

51.85

Neutral

STOCH

71.82

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.52, equal to the 50-day MA of 54.40, and equal to the 200-day MA of 49.79, indicating a neutral trend. The MACD of -0.29 indicates Positive momentum. The RSI at 51.85 is Neutral, neither overbought nor oversold. The STOCH value of 71.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWLG.

IWLG Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IWLG	―	―	$625.22M	0.50%	―
TGRT	―	―	$913.57M	0.38%	―
QDVO	―	―	$485.15M	0.55%	―
LRGE	―	―	$426.09M	0.48%	―
LRGG	―	―	$372.05M	0.45%	―
CAML	―	―	$333.74M	0.65%	―

Performance Comparison

IWLG

IQ Winslow Large Cap Growth ETF

54.50

6.65

13.90%

TGRT

T. Rowe Price Growth ETF

―

QDVO

Amplify CWP Growth & Income ETF

―

LRGE

ClearBridge Large Cap Growth ESG ETF

―

LRGG

Macquarie Focused Large Growth ETF

―

CAML

Congress Large Cap 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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