Nuveen Winslow Large Cap Etf Profile
| NWLG Etf | USD 33.95 0.25 0.74% |
Performance13 of 100
| Odds Of DistressLess than 9
|
Nuveen Winslow is trading at 33.95 as of the 30th of November 2024. This is a 0.74 percent increase since the beginning of the trading day. The etf's lowest day price was 33.95. Nuveen Winslow has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Nuveen Winslow Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
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. Nuveen Winslow is traded on NYSEARCA Exchange in the United States. More on Nuveen Winslow Large Cap
Moving together with Nuveen Etf
Nuveen Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Growth, Nuveen (View all Sectors) |
| Issuer | Nuveen |
| Inception Date | 2021-08-04 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 9.44 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Brown Brothers Harriman & Co. |
| Advisor | Nuveen Fund Advisors, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Nuveen Securities, LLC |
| Portfolio Manager | Justin H. Kelly, Patrick M. Burton, Stephan C. Petersen |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 47.0 |
| Market Maker | Citadel |
| Total Expense | 0.65 |
| Management Fee | 0.64 |
| Country Name | USA |
| Returns Y T D | 30.54 |
| Name | Nuveen Winslow Large-Cap Growth ESG ETF |
| Currency Code | USD |
| Open Figi | BBG0120W0TT8 |
| In Threey Volatility | 22.29 |
| 1y Volatility | 13.44 |
| 200 Day M A | 30.8067 |
| 50 Day M A | 32.7789 |
| Code | NWLG |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| Type | ETF |
Nuveen Winslow Large Cap [NWLG] is traded in USA and was established 2021-08-04. The fund is listed under Large Growth category and is part of Nuveen family. The entity is thematically classified as Size And Style ETFs. Nuveen Winslow Large now have 4.19 M in assets. , while the total return for the last 3 years was 8.7%.
Check Nuveen Winslow Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Winslow Large Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Winslow Large Cap Etf Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CRM | Salesforce | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| INTU | Intuit Inc | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Nuveen Winslow Large Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen Winslow. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0949 | |||
| Jensen Alpha | 0.0023 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.0008) |
Nuveen Winslow Against Markets
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen Winslow Large Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of Nuveen Winslow Large is measured differently than its book value, which is the value of Nuveen that is recorded on the company's balance sheet. Investors also form their own opinion of Nuveen Winslow's value that differs from its market value or its book value, called intrinsic value, which is Nuveen Winslow's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Nuveen Winslow's market value can be influenced by many factors that don't directly affect Nuveen Winslow's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Nuveen Winslow's value and its price as these two are different measures arrived at by different means. Investors typically determine if Nuveen Winslow is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen Winslow's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.