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NWLG - ETF AI Analysis
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Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Technology Sector Leadership
With over half of its exposure in technology, the ETF benefits from the sector's strong growth trends.
Solid Year-to-Date Performance
The ETF has shown healthy year-to-date gains, reflecting its ability to capitalize on favorable market conditions.
Negative Factors
High Sector Concentration
Over 56% of the portfolio is concentrated in technology, making the fund vulnerable to downturns in that sector.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering little exposure to international markets.
Above-Average Expense Ratio
The fund's expense ratio is higher than many similar ETFs, which could reduce long-term returns for investors.
NWLG vs. SPDR S&P 500 ETF (SPY)
AUM11.93M
RegionNorth America
Expense Ratio0.65%
Beta1.30
IssuerNuveen
Inception DateAug 04, 2021
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume384
30 Day Avg. Volume286
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
46.54Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering40
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NWLG Summary
The Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) is an investment fund that focuses on large, well-established companies with strong growth potential while also prioritizing sustainability and ethical practices. It includes major U.S. companies like Nvidia and Microsoft, and most of its investments are in technology, communication services, and consumer cyclical sectors. This ETF is ideal for investors looking to grow their money while supporting businesses committed to environmental and social responsibility. However, since it heavily invests in technology companies, its performance can be affected by changes in the tech industry or broader market trends.
How much will it cost me?The Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) has an expense ratio of 0.65%, which means you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting large-cap growth companies that meet ESG criteria.
What would affect this ETF?The Nuveen Winslow Large-Cap Growth ESG ETF could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as increasing investor interest in ESG-focused investments. However, it may face challenges from rising interest rates, which could negatively impact growth stocks, and regulatory changes affecting major tech companies in its portfolio. Its heavy reliance on U.S.-based companies also makes it sensitive to domestic economic conditions.
NWLG Top 10 Holdings
The Nuveen Winslow Large-Cap Growth ESG ETF leans heavily into technology, with nearly half of its portfolio tied to the sector. Nvidia and Microsoft are key players, but their recent performance has been mixed, with Nvidia showing signs of slowing momentum and Microsoft facing short-term volatility despite its cloud and AI strengths. Alphabet is a bright spot, rising steadily on strong AI and cloud investments, while Apple remains steady, buoyed by its services growth. Tesla has been a surprising driver, accelerating the fund’s performance recently. Overall, the ETF’s U.S.-centric focus and tech-heavy positioning make it a bet on innovation, though some names are struggling to keep pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.73% | $1.52M | $4.58T | 34.79% | 76 Outperform | |
| Microsoft | 10.92% | $1.31M | $3.63T | 11.39% | 79 Outperform | |
| Apple | 8.54% | $1.02M | $4.05T | 7.13% | 79 Outperform | |
| Alphabet Class C | 6.07% | $725.09K | $3.80T | 60.16% | 82 Outperform | |
| Amazon | 5.17% | $617.43K | $2.48T | 2.35% | 71 Outperform | |
| Broadcom | 4.64% | $554.40K | $1.66T | 44.87% | 76 Outperform | |
| Meta Platforms | 3.51% | $419.89K | $1.68T | 10.64% | 76 Outperform | |
| Eli Lilly & Co | 2.65% | $316.63K | $1.02T | 37.52% | 72 Outperform | |
| Mastercard | 2.56% | $305.37K | $520.34B | 8.88% | 75 Outperform | |
| Tesla | 2.46% | $293.67K | $1.61T | 6.88% | 73 Outperform |
NWLG Technical Analysis
Positive
―
Price Trends
38.20
Positive
37.66
Positive
35.38
Positive
Market Momentum
0.07
Negative
57.46
Neutral
99.87
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NWLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.08, equal to the 50-day MA of 38.20, and equal to the 200-day MA of 35.38, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 57.46 is Neutral, neither overbought nor oversold. The STOCH value of 99.87 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NWLG.
NWLG Peer Comparison
Comparison Results
Performance Comparison
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
38.59
4.34
12.67%
LCLG
Logan Capital Broad Innovative Growth ETF
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MMLG
First Trust Multi-Manager Large Growth ETF
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―
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PRXG
Praxis Impact Large Cap Growth ETF
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―
―
PGRO
Putnam Focused Large Cap Growth ETF
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―
―
IWFG
IQ Winslow 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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