IWFG - ETF AI Analysis
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IQ Winslow Focused Large Cap Growth ETF (IWFG)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several of the largest positions, including major technology and internet companies, have shown strong recent performance that supports the fund’s returns.
Focused Large-Cap Growth Exposure
The ETF targets well-known, large U.S. growth companies, giving investors concentrated exposure to businesses with strong growth profiles.
Sector Diversification Beyond Technology
While technology is the largest slice, the fund also holds meaningful positions in communication services, industrials, consumer cyclical, health care, and financials, which helps spread risk across different parts of the economy.
Negative Factors
High Concentration in a Few Stocks
A small number of holdings make up a large share of the portfolio, so weakness in any of these companies can significantly impact the ETF.
Heavy Tilt Toward Technology
Nearly half of the fund is invested in technology stocks, which can make the ETF more sensitive to downturns in that sector.
Recent Overall Performance Has Been Weak
Despite some strong individual winners, the ETF’s recent year-to-date and three-month results have been negative, showing that the portfolio has struggled as a whole.
IWFG vs. SPDR S&P 500 ETF (SPY)
AUM62.48M
RegionNorth America
Expense Ratio0.46%
Beta1.26
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. Volume2,757
30 Day Avg. Volume2,238
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
66.86Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWFG Summary
IQ Winslow Focused Large Cap Growth ETF (IWFG) is an exchange-traded fund that invests in large, well-known U.S. companies with strong growth potential, rather than tracking a specific index. It is heavily focused on technology and communication services, holding leaders like Nvidia and Microsoft, along with other major names such as Apple and Amazon. Someone might consider IWFG if they want a simple way to invest in a concentrated group of fast-growing, industry-leading companies for potential long-term growth. A key risk is that it is heavily tilted toward tech-related stocks, so its price can swing up and down more than the overall market.
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
This ETF is leaning hard into U.S. Big Tech and AI, with Nvidia, Apple, Microsoft, Alphabet, and Amazon doing most of the heavy lifting. Nvidia and Alphabet are powering the story, riding strong momentum in AI and cloud, while Apple’s steady climb adds a solid backbone. Amazon has been more of a slow burn lately, contributing but not blazing. On the flip side, Microsoft’s recent softness and Meta’s lagging share price are taking a bit of shine off. Overall, it’s a tech-heavy, U.S.-centric bet on long-term growth leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.07% | $9.42M | $5.39T | 57.78% | 76 Outperform | |
| Apple | 9.44% | $5.90M | $4.63T | 55.06% | 79 Outperform | |
| Microsoft | 9.33% | $5.83M | $3.28T | -4.68% | 79 Outperform | |
| Alphabet Class C | 7.32% | $4.57M | $4.37T | 113.70% | 82 Outperform | |
| Amazon | 6.26% | $3.92M | $2.76T | 24.70% | 71 Outperform | |
| Broadcom | 5.16% | $3.23M | $2.28T | 87.49% | 76 Outperform | |
| Meta Platforms | 3.82% | $2.39M | $1.52T | -10.38% | 76 Outperform | |
| GE Vernova Inc. | 3.71% | $2.32M | $260.57B | 96.70% | 69 Neutral | |
| Analog Devices | 3.38% | $2.11M | $206.14B | 93.75% | 78 Outperform | |
| Trane Technologies | 3.27% | $2.05M | $101.45B | 6.05% | 70 Outperform |
IWFG Technical Analysis
Positive
―
Price Trends
51.40
Positive
50.87
Positive
52.19
Positive
Market Momentum
0.93
Negative
69.14
Neutral
91.18
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWFG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.99, equal to the 50-day MA of 51.40, and equal to the 200-day MA of 52.19, indicating a bullish trend. The MACD of 0.93 indicates Negative momentum. The RSI at 69.14 is Neutral, neither overbought nor oversold. The STOCH value of 91.18 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWFG.
IWFG Peer Comparison
Comparison Results
Performance Comparison
IWFG
IQ Winslow Focused Large Cap Growth ETF
54.58
5.48
11.16%
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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SGRT
SMART Earnings Growth 30 ETF
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―
―
EASY
Liberty One Defensive Dividend Growth ETF
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―
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CLCG
Crossmark 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.
DisclaimerThis 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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