Westwood Enhanced Income Opportunity (YLDW) ETF Holdings & Analysis

What YLDW does

The YLDW fund is a diversified, multi-asset investment vehicle primarily dedicated to income generation. Its core objectives are to deliver regular monthly distributions to shareholders and maintain a lower risk profile than portfolios exclusively focused on equities. The investment team utilizes a rigorous, research-intensive, bottom-up selection approach, seeking out companies that demonstrate strong cash flow, improving financial health, and dependable distribution capabilities. The fund's returns are generated through dividends, interest income, option premiums, and the potential for capital appreciation. A defining feature of its strategy is the implementation of covered calls on a substantial portion of its equity investments. This strategy serves to enhance income through collected premiums, provide a degree of downside protection, and boost yield in sideways markets, though it naturally constrains upside potential during robust bull markets. The portfolio encompasses a broad range of assets, including common stocks that pay dividends, preferred shares, convertible securities, corporate bonds, Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs), and money market instruments. Up to 40% of its holdings may be in foreign securities or American Depositary Receipts (ADRs), and the fund may also incorporate other derivative instruments.

Fund profile

Top holdings

Geographic allocation

PortView Portfolio Insights

PortView analyzes how YLDW 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.

Related securities

Related stocks

Frequently asked questions

What does YLDW track?

YLDW is the Westwood Enhanced Income Opportunity ETF, a Other ETF.

What is the expense ratio of YLDW?

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

What are the largest holdings in YLDW?

Top holdings include GILD, MRK, MSFT, NVDA, AAPL.

How can PortView analyze YLDW overlap with other ETFs?

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