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Westwood Enhanced Income Opport (YLDW)

Moderately Conservative Allocation · Westwood · NYSE

Moderately Conservative AllocationETF
Westwood Enhanced Income Opport (YLDW) is an exchange-traded fund in the Moderately Conservative Allocation category. It has $41.04M in assets and an expense ratio of 0.79%. Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. By utilizing primarily income-producing securities from diverse asset classes, the fund also seeks to maintain a lower volatility profile than traditional equity-only products.
Assets under management$41.04M
Expense ratio0.79%
CategoryModerately Conservative Allocation
Dividend yield—
NAV$24.87
Fund familyWestwood
ExchangeNYSE

Top holdings

The largest positions Westwood Enhanced Income Opport reports, by weight.

HoldingNameWeight
GILD Gilead Sciences Inc 3.87%
MSFT Microsoft Corp 3.28%
MRK Merck & Co Inc 3.24%
NVDA NVIDIA Corp 3.04%
AAPL Apple Inc 2.96%
GOOGL Alphabet Inc Class A 2.87%
DELL Dell Technologies Inc Ordinary Shares - Class C 2.80%
JPM JPMorgan Chase & Co 2.56%
ET Energy Transfer LP 2.49%
CSCO Cisco Systems Inc 2.46%

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