HWO is the Hotchkis & Wiley Opportunities Fund, a Other ETF.

What is the expense ratio of HWO?

Expense ratio data for HWO is shown on the page when available from our data provider.

What are the largest holdings in HWO?

HWO's top holdings are listed on this page when available.

How can PortView analyze HWO overlap with other ETFs?

PortView computes the holdings overlap between HWO and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Hotchkis & Wiley Opportunities Fund (HWO) ETF Holdings & Analysis

ETFOther

$27.20+0.59%

1-year price historyRange $24.64 – $27.47

52-week range$27.20

$24.64$27.92

What HWO does

Hotchkis & Wiley Opportunities Fund is an exchange-traded fund that seeks capital appreciation. The fund invests in equity securities, including common stock, preferred stock, and convertible securities across all market capitalizations, as well as investment-grade and high-yield fixed income securities.

Fund profile

Sector allocation

Basic Materials	9.40%
Communication Services	8.01%
Consumer Cyclical	5.29%
Consumer Defensive	1.93%
Energy	12.79%
Financial Services	9.82%
Healthcare	8.51%
Industrials	10.13%
Real Estate	1.59%
Technology	30.46%
Utilities	2.07%

PortView Portfolio Insights

PortView analyzes how HWO fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze HWO in PortView →

Related securities

Frequently asked questions

What does HWO track?: HWO is the Hotchkis & Wiley Opportunities Fund, a Other ETF.
What is the expense ratio of HWO?: Expense ratio data for HWO is shown on the page when available from our data provider.
What are the largest holdings in HWO?: HWO's top holdings are listed on this page when available.
How can PortView analyze HWO overlap with other ETFs?: PortView computes the holdings overlap between HWO and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.