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Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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Upturn Advisory Summary
12/04/2025: NWLG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 45.99% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 25.80 - 35.90 | Updated Date 06/29/2025 |
52 Weeks Range 25.80 - 35.90 | Updated Date 06/29/2025 |
Upturn AI SWOT
Nuveen Winslow Large-Cap Growth ESG ETF
ETF Overview
Overview
The Nuveen Winslow Large-Cap Growth ESG ETF (NYSEARCA: WGRO) seeks to provide long-term capital appreciation by investing in a portfolio of large-cap U.S. growth stocks that meet certain environmental, social, and governance (ESG) criteria.
Reputation and Reliability
Nuveen is a well-established asset manager with a strong reputation. They have a long history of managing various investment products and are known for their research capabilities.
Management Expertise
Nuveen's investment team possesses extensive experience in growth equity investing and ESG analysis.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a growth-oriented investment approach, selecting companies with above-average growth potential while also considering ESG factors.
Composition The ETF primarily holds U.S. large-cap growth stocks.
Market Position
Market Share: WGRO's market share is relatively small compared to broader large-cap growth ETFs.
Total Net Assets (AUM): 74726221
Competitors
Key Competitors
- IVW
- VUG
- SCHG
- MGK
Competitive Landscape
The large-cap growth ETF market is highly competitive. WGRO distinguishes itself through its ESG focus, but it faces stiff competition from larger, more established ETFs with lower expense ratios. Advantages include ESG considerations; disadvantages involve smaller AUM and potentially higher expense ratio relative to larger peers.
Financial Performance
Historical Performance: Historical performance data needs to be reviewed to fully evaluate the ETFu2019s performance.
Benchmark Comparison: Comparison against the Russell 1000 Growth Index or similar benchmarks provides insights into the ETF's effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume can impact the ease of buying and selling shares, requiring review for current data.
Bid-Ask Spread
The bid-ask spread gives insights into the cost of trading, necessitating current data for analysis.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence WGRO's performance. ESG awareness also contributes.
Growth Trajectory
WGRO's growth trajectory depends on the performance of its underlying holdings and the overall demand for ESG-focused investments.
Moat and Competitive Advantages
Competitive Edge
WGROu2019s competitive advantage lies in its combination of a growth investment strategy with a focus on ESG criteria, appealing to socially conscious investors. It provides a targeted approach for investors seeking growth stocks that meet specific ESG standards. This unique combination allows for diversification and potential access to undervalued companies aligning with ESG principles, potentially enhancing long-term returns. The focus on ESG may lead to lower volatility and increased resilience during market downturns.
Risk Analysis
Volatility
WGRO's volatility is likely correlated with the volatility of large-cap growth stocks.
Market Risk
The ETF is exposed to market risk, sector concentration risk (depending on its holdings), and risks associated with ESG investing criteria.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation with a preference for ESG-focused investments.
Market Risk
This ETF is best suited for long-term investors who are comfortable with the volatility associated with growth stocks.
Summary
Nuveen Winslow Large-Cap Growth ESG ETF (WGRO) aims for long-term growth by investing in large-cap U.S. companies that meet certain ESG standards. It offers a way for socially conscious investors to gain exposure to growth stocks. While it competes with larger growth ETFs, its ESG focus differentiates it. Investors should consider its expense ratio, liquidity, and historical performance when evaluating WGRO.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Nuveen website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nuveen Winslow Large-Cap Growth ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is actively managed and seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It, under normal market conditions, invests at least 80% of the sum of its net assets in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.