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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
Exposure to Leading Growth Companies
The ETF holds many well-known large-cap growth names like Nvidia, Microsoft, Apple, Alphabet, and Amazon, giving investors access to major innovators in the market.
Focused on Growth Sectors
Heavy exposure to technology and communication services positions the fund to benefit when growth-oriented sectors are performing well.
ESG-Oriented Strategy
The fund applies environmental, social, and governance (ESG) criteria, which may appeal to investors who want growth exposure while considering sustainability factors.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, indicating recent performance has been weak.
High Concentration in a Few Tech Giants
A large share of the portfolio is tied up in a small number of big technology stocks, which increases the impact if any of these companies struggle.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of the return is eaten up by fees compared with lower-cost alternatives.
NWLG vs. SPDR S&P 500 ETF (SPY)
AUM11.13M
RegionNorth America
Expense Ratio0.65%
Beta1.28
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. Volume526
30 Day Avg. Volume259
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
45.21Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NWLG Summary
Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) is a U.S. stock fund that focuses on large, fast-growing companies while also screening for strong environmental, social, and governance (ESG) practices. It does not track a set index, but instead is actively managed around a growth and ESG theme. Top holdings include well-known names like Nvidia and Microsoft, with a heavy tilt toward technology and other innovative sectors. Someone might invest for long-term growth and to align their money with sustainability values. A key risk is that it is heavily exposed to tech stocks, so its price can swing a lot with that sector.
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
NWLG is riding a tech-heavy wave, with Nvidia and Broadcom helping to power the fund thanks to steady, AI-fueled momentum, while GE Aerospace has quietly become an unexpected bright spot from the industrial side. On the other hand, Microsoft and Amazon have been losing altitude lately, weighing on returns, and Tesla’s choppy performance isn’t helping smooth the ride. With nearly half the portfolio in U.S. technology and the rest largely in other American growth names, this is very much a U.S.-centric, Big Tech–driven story with an ESG twist.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 13.73% | $1.54M | $4.69T | 46.90% | 76 Outperform | |
| Apple | 12.46% | $1.40M | $4.00T | 13.22% | 79 Outperform | |
| Alphabet Class C | 7.84% | $880.84K | $3.76T | 77.97% | 82 Outperform | |
| Microsoft | 6.40% | $718.48K | $2.89T | -2.68% | 79 Outperform | |
| Broadcom | 5.29% | $594.34K | $1.54T | 52.86% | 76 Outperform | |
| Amazon | 3.86% | $433.60K | $2.24T | -1.99% | 71 Outperform | |
| Eli Lilly & Co | 3.64% | $408.52K | $983.12B | 12.44% | 72 Outperform | |
| Tesla | 2.68% | $301.30K | $1.54T | 35.20% | 73 Outperform | |
| Visa | 2.67% | $300.15K | $585.56B | -12.38% | 70 Outperform | |
| GE Vernova Inc. | 2.37% | $266.56K | $237.11B | 162.42% | 69 Neutral |
NWLG Technical Analysis
Neutral
―
Price Trends
37.24
Negative
37.72
Negative
36.72
Negative
Market Momentum
-0.38
Negative
46.05
Neutral
67.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NWLG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 36.38, equal to the 50-day MA of 37.24, and equal to the 200-day MA of 36.72, indicating a bearish trend. The MACD of -0.38 indicates Negative momentum. The RSI at 46.05 is Neutral, neither overbought nor oversold. The STOCH value of 67.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NWLG.
NWLG Peer Comparison
Comparison Results
Performance Comparison
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
36.59
3.83
11.69%
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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―
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PRXG
Praxis Impact Large Cap Growth ETF
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―
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CGGG
Capital Group U.S. Large 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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