Ready-made ETF portfolios built for real investor needs. Explore now →
NYLI Winslow Focused Large Cap Growth ETF
IWFG performance and flow charts
Performance
Flows
Historic performance and flows
Data as of October 23, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -4.73% | -0.30% | -1.23% | -2.51% | +79.22% | |
| Flows | -$40M | -$37M | -$35M | -$36M | +$12M | - |
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 August 31, 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 | +18.43% | +19.01% | +20.36% | |
Max drawdown | -7.21% | -20.26% | -21.89% | |
Max drawdown duration | 17d | 337d | 133d | N/A |
Time to recover | N/A | 186d | 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 October 23, 2026, IWFG manages $25.33 M, reflecting the total assets held in the fund.
How has IWFG performed recently?
As of October 23, 2026, IWFG delivered a return of -4.73% over the past month (1M performance), -0.3% over the past three months (3M), and -1.23% year-to-date (YTD).
What are the recent fund flows for IWFG?
As of October 23, 2026, IWFG has seen net flows of -$40M in the past month (1M flow) and -$35M year-to-date (YTD).
How many holdings are in IWFG
As of August 31, 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 August 31, 2026, IWFG holds 26 securities, with 78.05% of its assets concentrated in its top 15 holdings.
What are the top holdings of IWFG?
As of August 31, 2026, IWFG holds a portfolio of 26 underlyings, with its largest positions including NVIDIA Corp., Alphabet, Inc. and Amazon.com, Inc.. 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 August 31, 2026, IWFG has its largest geographic exposures in USA.
What sectors or themes does IWFG focus on?
As of August 31, 2026, IWFG is primarily exposed to Technology and Industrials.
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
First Look ETF
First Look ETF: Income, International, and Cash Flow ETFs
In this season 6 episode of First Look ETF, Stephanie Stanton @etfguide examines the latest ETF marketplace trends with NYSE and guests.
ETF Trends
ETF Industry KPIs October 5, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs September 28, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
ETF Trends
ETF Industry KPIs September 22, 2026
This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.
