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IWLG - ETF AI Analysis
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IQ Winslow Large Cap Growth ETF (IWLG)
Rating:73Outperform
Price Target:―
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)
AUM652.84M
RegionNorth America
Expense Ratio0.50%
Beta1.29
IssuerNew York Life Investments
Inception DateJun 23, 2022
Dividend Yield<0.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume152,042
30 Day Avg. Volume171,641
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
66.22Price 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 |
|---|---|---|---|---|---|---|
| Nvidia | 12.64% | $83.79M | $4.40T | 34.36% | 76 Outperform | |
| Microsoft | 11.17% | $74.05M | $3.61T | 11.30% | 79 Outperform | |
| Apple | 9.09% | $60.25M | $4.04T | 7.54% | 79 Outperform | |
| Alphabet Class C | 6.28% | $41.63M | $3.71T | 59.93% | 82 Outperform | |
| Amazon | 5.63% | $37.33M | $2.43T | 1.08% | 71 Outperform | |
| Broadcom | 4.66% | $30.88M | $1.61T | 54.16% | 76 Outperform | |
| Meta Platforms | 3.55% | $23.55M | $1.66T | 12.56% | 76 Outperform | |
| Eli Lilly & Co | 2.70% | $17.87M | $1.01T | 39.55% | 72 Outperform | |
| Mastercard | 2.50% | $16.54M | $513.86B | 8.37% | 75 Outperform | |
| Tesla | 2.44% | $16.15M | $1.60T | 14.28% | 73 Outperform |
IWLG Technical Analysis
Positive
―
Price Trends
54.50
Negative
53.71
Positive
50.32
Positive
Market Momentum
-0.20
Positive
50.18
Neutral
30.85
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 54.20, equal to the 50-day MA of 54.50, and equal to the 200-day MA of 50.32, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 50.18 is Neutral, neither overbought nor oversold. The STOCH value of 30.85 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
Performance Comparison
IWLG
IQ Winslow Large Cap Growth ETF
54.21
5.83
12.05%
TGRT
T. Rowe Price Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
―
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LRGE
ClearBridge Large Cap Growth ESG ETF
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LRGG
Macquarie Focused Large Growth ETF
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FLCG
Federated Hermes MDT 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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