IWFG Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Factor & Thematic | Expense | 0.46% | Return% 1Y | -1.66% | Total Holdings | 29 | Perf Week | -2.1% | Volume | 10 |
| Asset Type | Equities (Stocks) | AUM | $25M | Return% 3Y | 21.2% | NAV | $52.76 | Perf Month | -4.82% | Avg Volume | 0.01M |
| ETF Type | US Equities | Dividend TTM | - | Return% 5Y | - | 52W High | -6.36% | Perf Quarter | 3.77% | Rel Volume | 0 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 18.86% | Perf Half Y | 0.75% | Prev Close | $52.75 |
| IPO | 2022/6/23 | Flows% 1M | -59.66% | Return% SI | 20.28% | RSI (14) | 39.24 | Perf YTD | -0.4% | Price | $53.26 |
| Beta | 1.03 | Flows% 3M | -59.65% | Flows% YTD | -58.65% | Flows% 1Y | -59% | Perf Year | -2.57% | Volatility(W/M) | 0.1% 0.38% |
| SMA20 | -3.72% | SMA50 | -2.86% | SMA200 | 1.28% | ATR | 0.63 | ||||
IQ Winslow Focused Large Cap Growth ETF seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in large capitalization companies, which are companies having a market capitalization in excess of $4 billion at the time of purchase. Typically, the Subadvisor invests substantially all of the fund's investable assets in domestic securities. However, the fund is permitted to invest up to 20% of its net assets in depositary receipts issued by a trust (including ADRs) of foreign securities and in common stocks listed on a foreign exchange that trade on such exchange contemporaneously with the Shares. It is non-diversified.
The top 10 make up 64% of the fund
Concentrated in a few names. When they swing, the ETF swings with them.
Largest sectors first.
Over the past 1 year, roughly in the middle
6% below its 1-year high.
Traded less than usual. That is 0% of its average volume.
Long-term returns are roughly flat
Bought 3 years ago, your return today would be +75.6%.
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The price swings a lot
At its worst (January 2025) it fell 22% and took 59 days to recover.
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No dividend
There is no profit to distribute yet.
A lot of money is flowing out
Over the past year, money equal to 59.0% of assets left.
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FNGU MicroSectors FANG+ 3X Leveraged ETNs 2.3B 
QDVO Amplify CWP Growth & Income ETF 765M 
FNGO MicroSectors FANG+Index 2X Leveraged ETNs 710M 
XYLG Global X S&P 500 Covered Call & Growth ETF 73M 
PLGI PL Growth and Income ETF 58M 
JGRO JPMorgan Active Growth ETF 0.44% 
FBCG Fidelity Blue Chip Growth ETF 0.57% 
NULG Nuveen ESG Large-Cap Growth ETF 0.26% 
TCHP T. Rowe Price Blue Chip Growth ETF 0.57% 
TGRW T. Rowe Price Growth Stock ETF 0.52% 
VOTE TCW Transform 500 ETF 0.05% 
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.07% 
LRGF iShares U.S. Equity Factor ETF 0.08% 
