The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
NYLI Winslow Focused Large Cap Gr ETF IWFG
Morningstar’s Analysis IWFG
Will IWFG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.39 | 1.1 Mil | Technology |
NVIDIA Corp | 7.84 | 769,172 | Technology |
Amazon.com Inc | 7.81 | 766,992 | Consumer Cyclical |
Alphabet Inc Class C | 4.86 | 477,201 | Communication Services |
Broadcom Inc | 4.75 | 465,972 | Technology |
Apple Inc | 4.60 | 451,044 | Technology |
Meta Platforms Inc Class A | 3.64 | 357,072 | Communication Services |
Analog Devices Inc | 3.22 | 316,296 | Technology |
Mastercard Inc Class A | 3.13 | 306,976 | Financial Services |
Spotify Technology SA | 3.13 | 306,794 | Communication Services |