YLDW
YLDW
About Westwood Enhanced Income Opportunity ETF
YLDW is a multi-asset fund that invests primarily in income-producing securities across equities, bonds, hybrids, and other yield-oriented assets. The fund seeks monthly distributions and a lower volatility profile than traditional equity-only funds. YLDW uses a bottom-up, research-driven process, targeting companies with strong cash flow, improving fundamentals, and sustainable distributions....
About Westwood Enhanced Income Opportunity ETF
YLDW is a multi-asset fund that invests primarily in income-producing securities across equities, bonds, hybrids, and other yield-oriented assets. The fund seeks monthly distributions and a lower volatility profile than traditional equity-only funds. YLDW uses a bottom-up, research-driven process, targeting companies with strong cash flow, improving fundamentals, and sustainable distributions....
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 GILD | Gilead Sciences, Inc. | 3.10% | 8.12K | $1.07M |
 GOOGL | Alphabet Inc. | 2.74% | 2.68K | $944.02K |
 NVDA | NVIDIA Corporation | 2.55% | 4.31K | $876.81K |
 WFC | Wells Fargo & Company | 2.52% | 9.91K | $868.99K |
 CSCO | Cisco Systems, Inc. | 2.49% | 7.20K | $858.48K |
 MRK | Merck & Co., Inc. | 2.48% | 6.88K | $853.45K |
 JPM | JPMorgan Chase & Co. | 2.45% | 2.52K | $843.35K |
 AAPL | Apple Inc. | 2.39% | 2.60K | $824.37K |
 ET | Energy Transfer LP | 2.32% | 39.53K | $797.75K |
 MSFT | Microsoft Corporation | 2.27% | 2.00K | $781.20K |
 WEC | WEC Energy Group, Inc. | 2.23% | 6.64K | $768.91K |
 DELL | Dell Technologies Inc. | 2.17% | 1.75K | $747.44K |
 AVGO | Broadcom Inc. | 2.17% | 1.95K | $746.98K |
 AMZN | Amazon.com, Inc. | 2.14% | 2.98K | $737.97K |
 GD | General Dynamics Corporation | 2.11% | 1.95K | $727.67K |
 QCOM | QUALCOMM Incorporated | 1.99% | 3.73K | $685.88K |
 HSBC | HSBC Holdings plc | 1.96% | 6.87K | $673.49K |
 ORCL | Oracle Corporation | 1.89% | 4.96K | $651.78K |
 KMI | Kinder Morgan, Inc. | 1.77% | 18.92K | $609.92K |
 B | Barrick Mining Corporation | 1.77% | 16.94K | $608.75K |
ASSET ALLOCATION BY REGION
United States
United Kingdom
Canada
Switzerland
IrelandASSET ALLOCATION BY REGION
United States United Kingdom Canada Switzerland IrelandHoldings (Top 20)
GILD
Gilead Sciences, Inc.
GOOGL
Alphabet Inc.
NVDA
NVIDIA Corporation
WFC
Wells Fargo & Company
CSCO
Cisco Systems, Inc.
MRK
Merck & Co., Inc.
JPM
JPMorgan Chase & Co.
AAPL
Apple Inc.
ET
Energy Transfer LP
MSFT
Microsoft Corporation
WEC
WEC Energy Group, Inc.
DELL
Dell Technologies Inc.
AVGO
Broadcom Inc.
AMZN
Amazon.com, Inc.
GD
General Dynamics Corporation
QCOM
QUALCOMM Incorporated
HSBC
HSBC Holdings plc
ORCL
Oracle Corporation
KMI
Kinder Morgan, Inc.
B
Barrick Mining Corporation