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NYLI Winslow Focused Large Cap Growth ETF
IWFG performance and flow charts
Performance
Flows
Historic performance and flows
Data as of June 5, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +1.23% | +7.21% | -0.56% | +8.08% | +79.45% | |
| Flows | +$1M | +$2M | +$2M | +$48M | +$49M | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | New York Life Investments |
| N° of holdings | 26 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | June 23, 2022 |
| ESG | No |
More data and info about IWFG on Trackinsight
Exposure
Data as of April 30, 2026Diversification
Total weight of top 15 holdings out of 26
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +20.06% | +16.78% | +19.81% | |
Max drawdown | -9.60% | -20.26% | -21.89% | |
Max drawdown duration | 36d | 219d | 133d | N/A |
Time to recover | 12d | N/A | 59d | N/A |
What type of ETF is IWFG?
IWFG is a Active ETF that provides exposure to Equity assets. It is managed by New York Life Investments.
What does IWFG invest in?
This ETF provides exposure to Other Large Cap US Equities. It is part of the segment: US Large Cap Growth.
What is the expense ratio of IWFG?
The total expense ratio (TER) of IWFG is 1.2%, representing the annual fee charged by the fund manager.
When was IWFG launched?
IWFG was launched on June 23, 2022, marking its entry into the ETF market.
Who is the issuer of IWFG?
IWFG is issued by New York Life Investments.
What is the AUM of IWFG?
As of June 5, 2026, IWFG manages $60.56 M, reflecting the total assets held in the fund.
How has IWFG performed recently?
As of June 5, 2026, IWFG delivered a return of 1.23% over the past month (1M performance), 7.21% over the past three months (3M), and -0.56% year-to-date (YTD).
What are the recent fund flows for IWFG?
As of June 5, 2026, IWFG has seen net flows of +$1M in the past month (1M flow) and +$2M year-to-date (YTD).
How many holdings are in IWFG
As of April 30, 2026, IWFG holds 26 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is IWFG?
As of April 30, 2026, IWFG holds 26 securities, with 80.34% of its assets concentrated in its top 15 holdings.
What are the top holdings of IWFG?
As of April 30, 2026, IWFG holds a portfolio of 26 underlyings, with its largest positions including NVIDIA, MICROSOFT-T and APPLE. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does IWFG invest in?
As of April 30, 2026, IWFG has its largest geographic exposures in USA.
What sectors or themes does IWFG focus on?
As of April 30, 2026, IWFG is primarily exposed to Information Technology, Communication Services and Consumer Discretionary.
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