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Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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Upturn Advisory Summary
11/11/2025: 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 52.13% | Avg. Invested days 72 | 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 11/11/2025 |
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 (NYSEMKT: WQMG) seeks to provide long-term capital appreciation by investing in a portfolio of large-cap U.S. growth companies that meet certain environmental, social, and governance (ESG) criteria. The fund emphasizes companies with sustainable business practices and strong growth potential.
Reputation and Reliability
Nuveen is a well-established investment management firm with a long history and a solid reputation.
Management Expertise
Nuveen has a dedicated team of investment professionals experienced in growth investing and ESG analysis.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs an active management strategy focusing on large-cap growth stocks with strong ESG profiles.
Composition Primarily composed of large-cap U.S. growth stocks. It may also hold a small percentage of cash or cash equivalents.
Market Position
Market Share: WQMG's market share is relatively small compared to larger, more established growth ETFs.
Total Net Assets (AUM): 193477152
Competitors
Key Competitors
- IVW
- VUG
- IWF
- QQQ
Competitive Landscape
The large-cap growth ETF market is highly competitive, with many established players. WQMG differentiates itself through its ESG focus, but it faces challenges in gaining market share against larger ETFs with lower expense ratios and greater liquidity. Advantages include its focus on ESG factors. Disadvantages include a relatively high expense ratio and lower AUM.
Financial Performance
Historical Performance: Historical performance data needs to be sourced directly from financial data providers. Performance will vary depending on market conditions and stock selection.
Benchmark Comparison: The ETF's performance can be compared to the Russell 1000 Growth Index or other relevant large-cap growth benchmarks.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume of WQMG can be sourced directly from financial data providers.
Bid-Ask Spread
The bid-ask spread of WQMG can be sourced directly from financial data providers; it will fluctuate based on market conditions and volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards growth stocks and ESG investments can all impact the ETF's performance.
Growth Trajectory
The growth trajectory depends on the fund's ability to select high-growth companies with strong ESG profiles, and the demand for ESG-focused investments.
Moat and Competitive Advantages
Competitive Edge
WQMG differentiates itself through its focus on ESG criteria within the large-cap growth space. Its active management style seeks to identify companies that not only exhibit strong growth potential but also demonstrate a commitment to environmental sustainability, social responsibility, and good governance. This approach may appeal to investors seeking to align their investments with their values. While it competes with larger funds, its ESG focus provides a niche appeal.
Risk Analysis
Volatility
WQMG's volatility is expected to be similar to other large-cap growth ETFs, potentially higher than the broader market due to its growth focus.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its underlying holdings due to economic downturns, industry-specific challenges, or company-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation, comfortable with the risks associated with growth stocks, and interested in incorporating ESG factors into their investment decisions.
Market Risk
Suitable for long-term investors with a moderate to high-risk tolerance.
Summary
The Nuveen Winslow Large-Cap Growth ESG ETF offers exposure to a portfolio of large-cap U.S. growth companies that meet specific ESG criteria. It's actively managed and seeks to provide long-term capital appreciation. Investors seeking to align their investments with their values and are comfortable with growth stock volatility may find this ETF suitable. However, its higher expense ratio and lower AUM relative to its competitors should be considered.
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. Investors should consult with a financial advisor before making any investment decisions. Market share and performance figures are estimates and may vary.
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.