IWLG - ETF AI Analysis
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IQ Winslow Large Cap Growth ETF (IWLG)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Leading Holdings
Several of the largest positions, including major technology names, have shown strong gains this year, helping support the ETF’s overall results.
Growth-Focused Technology Tilt
A large allocation to technology and other growth sectors gives investors exposure to companies that have been driving much of the market’s recent strength.
Healthy Asset Base
The fund’s sizable assets under management suggest it has attracted meaningful investor interest and should offer solid trading liquidity for most investors.
Negative Factors
High Stock Concentration
A small number of mega-cap stocks make up a large share of the portfolio, which increases the impact that any one company’s performance can have on the fund.
Sector Concentration in Technology
With a heavy weighting in technology, the ETF is more vulnerable if that sector experiences a downturn or becomes less favored by investors.
Mixed Performance Among Top Holdings
While some key positions have done well, a few large holdings have shown weaker or negative performance this year, which can create more uneven returns.
IWLG vs. SPDR S&P 500 ETF (SPY)
AUM328.38M
RegionNorth America
Expense Ratio0.50%
Beta1.27
IssuerNYLIM
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. Volume12,158
30 Day Avg. Volume20,008
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
71.68Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering37
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWLG Summary
The IQ Winslow Large Cap Growth ETF (IWLG) invests in large, fast-growing U.S. companies and is actively managed rather than tracking a set index. It focuses heavily on technology and communication firms, holding well-known names like Nvidia and Alphabet (Google), along with other giants such as Apple and Microsoft. Someone might consider this ETF if they want growth potential from leading companies while still spreading their money across many stocks. A key risk is that the fund is heavily tilted toward tech and growth stocks, so its price can rise and fall more sharply than the overall market.
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
IWLG is essentially riding the Big Tech and chip wave, with Nvidia, AMD, Apple, Microsoft, and Arista Networks forming the engine of the fund. The semiconductor names are clearly in the driver’s seat, with AMD and Nvidia rising and giving the ETF much of its spark, while Apple and Arista add steady tech strength. Meta is another bright spot, helping the growth story along. Alphabet and Visa have been more mixed lately, occasionally losing steam and slightly tugging on returns. The fund is heavily U.S.-focused and tilted toward technology and AI themes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.02% | $44.73M | $5.64T | 24.69% | 76 Outperform | |
| Alphabet Class C | 10.54% | $33.63M | $4.18T | 38.10% | 82 Outperform | |
| Microsoft | 6.93% | $22.12M | $3.84T | 0.03% | 79 Outperform | |
| Advanced Micro Devices | 4.53% | $14.44M | $1.03T | 284.96% | 73 Outperform | |
| Apple | 4.35% | $13.88M | $4.87T | 29.33% | 79 Outperform | |
| Eli Lilly & Co | 3.69% | $11.77M | $1.08T | 36.07% | 72 Outperform | |
| Arista Networks | 3.61% | $11.53M | $261.51B | 42.51% | 83 Outperform | |
| Meta Platforms | 3.60% | $11.49M | $1.85T | 2.46% | 76 Outperform | |
| Visa | 3.25% | $10.37M | $673.37B | 3.09% | 70 Outperform | |
| Amphenol | 3.18% | $10.13M | $214.44B | 42.30% | 78 Outperform |
IWLG Technical Analysis
Positive
―
Price Trends
56.49
Positive
56.19
Positive
54.13
Positive
Market Momentum
0.68
Negative
69.16
Neutral
90.89
Negative
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 56.97, equal to the 50-day MA of 56.49, and equal to the 200-day MA of 54.13, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 69.16 is Neutral, neither overbought nor oversold. The STOCH value of 90.89 is Negative, 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
59.43
5.24
9.67%
QDVO
Amplify CWP Growth & Income ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CAML
Congress Large Cap Growth ETF
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CARK
CastleArk 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.
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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