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 industrial names, have shown strong gains this year, helping support the fund’s overall performance.
Focused Yet Multi-Sector Exposure
While the ETF leans heavily toward technology and communication services, it still includes exposure to industrials, consumer, financials, and health care, which adds some diversification across different parts of the economy.
Moderate Expense Ratio for Active Growth Focus
The fund’s expense ratio is moderate for a specialized large-cap growth strategy, so investors are not paying extremely high fees for this focused exposure.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A small group of large technology and internet companies makes up a big share of the portfolio, which increases the impact if any of these stocks stumble.
High Sector Concentration in Technology
Nearly half of the fund is invested in technology, meaning the ETF could be very sensitive to swings in that single sector.
Limited Geographic Diversification
With almost all assets in U.S. companies, the fund offers little exposure to international markets, reducing the benefits of global diversification.
IWFG vs. SPDR S&P 500 ETF (SPY)
AUM61.19M
RegionNorth America
Expense Ratio0.46%
Beta1.27
IssuerNYLIM
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. Volume155
30 Day Avg. Volume633
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
68.54Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWFG Summary
The IQ Winslow Focused Large Cap Growth ETF (IWFG) invests in big, well-known U.S. companies that are expected to grow faster than the overall market, with a strong tilt toward technology and communication stocks. It doesn’t track a set index, but instead is actively managed to pick a focused group of large growth companies. Top holdings include Nvidia and Alphabet (Google), along with other major tech names. Someone might invest in IWFG for long-term growth and exposure to leading innovators. A key risk is that it’s heavily dependent on tech-related stocks, so its price can rise and fall sharply with that sector.
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
IWFG is riding a powerful U.S. tech wave, with Nvidia in the driver’s seat as its biggest holding and a key source of recent gains thanks to relentless AI enthusiasm. Microsoft is another bright spot, adding steady strength through its cloud and AI push. Amazon and Alphabet have been more mixed, helping over the longer run but wobbling in recent months. On the flip side, Meta has been losing steam and acting as a drag. Overall, this is a concentrated large-cap growth bet, heavily tilted toward U.S. technology and communication giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.72% | $9.80M | $5.55T | 32.19% | 76 Outperform | |
| Alphabet Class C | 10.77% | $6.71M | $4.12T | 39.75% | 82 Outperform | |
| Microsoft | 6.53% | $4.07M | $3.71T | -0.89% | 79 Outperform | |
| Amazon | 6.38% | $3.98M | $2.79T | 7.86% | 71 Outperform | |
| Apple | 5.11% | $3.19M | $4.67T | 34.93% | 79 Outperform | |
| Seagate Tech | 4.73% | $2.95M | $192.48B | 348.78% | 68 Neutral | |
| Meta Platforms | 3.98% | $2.48M | $1.57T | -19.88% | 76 Outperform | |
| Broadcom | 3.81% | $2.38M | $1.70T | 6.30% | 76 Outperform | |
| Mastercard | 3.48% | $2.17M | $507.39B | -0.82% | 75 Outperform | |
| Arista Networks | 3.42% | $2.13M | $244.40B | 37.38% | 83 Outperform |
IWFG Technical Analysis
Neutral
―
Price Trends
54.03
Positive
53.78
Positive
52.35
Positive
Market Momentum
-0.04
Positive
48.58
Neutral
32.87
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWFG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 54.42, equal to the 50-day MA of 54.03, and equal to the 200-day MA of 52.35, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 48.58 is Neutral, neither overbought nor oversold. The STOCH value of 32.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IWFG.
IWFG Peer Comparison
Comparison Results
Performance Comparison
IWFG
IQ Winslow Focused Large Cap Growth ETF
54.10
0.32
0.60%
AFGR
First Trust Active Factor Large Cap Growth ETF
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―
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PRXG
Praxis Impact Large Cap Growth ETF
―
―
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AQLG
Highland Capital Large Capital Growth ETF
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―
―
CGGG
Capital Group U.S. Large Growth ETF
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―
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EASY
Liberty One Defensive Dividend 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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