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Upturn AI SWOT - About
Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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Upturn Advisory Summary
08/29/2025: NWLG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 43.36% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 (NWG) focuses on large-cap U.S. companies exhibiting growth characteristics while adhering to Environmental, Social, and Governance (ESG) criteria. It aims for long-term capital appreciation through a growth stock investment strategy.
Reputation and Reliability
Nuveen is a well-established and reputable investment management firm with a long history of providing investment solutions.
Management Expertise
Nuveen has a team of experienced investment professionals with expertise in growth investing and ESG integration.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a fundamental, bottom-up stock selection process focusing on large-cap growth companies with strong ESG profiles.
Composition Primarily composed of large-cap U.S. growth stocks meeting specific ESG standards.
Market Position
Market Share: Market share data for NWG is difficult to obtain directly as it is a relatively smaller ETF compared to industry giants.
Total Net Assets (AUM): 0.11694
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers S&P 500 ESG ETF (SNPE)
Competitive Landscape
The ETF industry focusing on ESG factors is highly competitive. NWG differentiates itself by focusing on the Winslow Capital Management's large-cap growth stock selection approach which is paired with ESG factors. However, it faces stiff competition from larger, more established ESG ETFs with lower expense ratios.
Financial Performance
Historical Performance: Historical performance data can be found on the Nuveen website and other financial data providers.
Benchmark Comparison: The ETF's performance should be compared to relevant large-cap growth benchmarks and ESG-focused indices to assess its effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume is moderate and can fluctuate based on market conditions.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, sector-specific trends, and investor sentiment towards ESG investing all influence NWG's performance.
Growth Trajectory
NWG's growth trajectory depends on the performance of its underlying holdings and the increasing adoption of ESG investing.
Moat and Competitive Advantages
Competitive Edge
NWG's competitive edge stems from its experienced investment team and disciplined focus on large-cap growth stocks with robust ESG profiles. The ETF offers a differentiated approach to ESG investing by utilizing the Winslow Capital Management's stock selection process. It targets investors seeking capital appreciation alongside a commitment to environmental and social responsibility. However, NWG must continue to demonstrate strong performance and attract assets to compete effectively.
Risk Analysis
Volatility
NWG's volatility is expected to be similar to other large-cap growth stock ETFs, potentially higher than broader market ETFs.
Market Risk
NWG is subject to market risk, including the potential for declines in stock prices due to economic downturns, geopolitical events, and other factors.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking long-term capital appreciation through large-cap growth stocks and who prioritize ESG factors in their investment decisions.
Market Risk
Suitable for long-term investors who are comfortable with moderate to high levels of risk.
Summary
The Nuveen Winslow Large-Cap Growth ESG ETF (NWG) offers exposure to large-cap U.S. growth companies that meet specific ESG criteria. Its strategy focuses on long-term capital appreciation, making it suitable for investors with a growth-oriented investment objective. While the ETF benefits from Nuveen's expertise and a differentiated approach, it faces competition from larger, more established ESG ETFs. Investors should consider the ETF's expense ratio, trading volume, and risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen Website
- ETF.com
- Morningstar
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is based on available information and may not be exact. AUM data can change.
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.
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