Westwood Enhanced Income Opport (YLDW)
- Net assets$41.5M
- Holdings41
YLDW ETF price chart
YLDW quote & trading statistics
YLDW performance
Total return · as of October 17, 2026- YTD+6.18%
- 1Y volatility
- 0.00%
- 3Y volatility
- 0.00%
- 3Y Sharpe ratio
- 0.00
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
YLDW top 10 holdings
| # | Symbol | Name | Weight |
|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | 3.97% |
| 2 | MSFT | Microsoft Corporation | 3.47% |
| 3 | MRK | Merck & Company Inc | 3.40% |
| 4 | AAPL | Apple Inc. | 3.14% |
| 5 | GOOGL | Alphabet Inc Class A | 3.01% |
| 6 | NVDA | NVIDIA Corporation | 2.96% |
| 7 | DELL | Dell Technologies Inc | 2.66% |
| 8 | JPM | JPMorgan Chase & Co | 2.62% |
| 9 | AMZN | Amazon.com Inc | 2.51% |
| 10 | CSCO | Cisco Systems Inc | 2.48% |
The top 10 holdings make up 30.2% of the fund (41 holdings in total). As of October 17, 2026.
About Westwood Enhanced Income Opport
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.
YLDW ETF FAQ
How much money is in YLDW?
Westwood Enhanced Income Opport has about $41.5M in net assets.
What are the top holdings of YLDW?
The largest positions in YLDW are Gilead Sciences Inc (3.97%), Microsoft Corporation (3.47%), Merck & Company Inc (3.40%). The fund holds 41 securities in total.
When was YLDW launched?
Westwood Enhanced Income Opport began trading on December 11, 2025.
ETFs similar to YLDW
Funds that track the same index or whose top-10 holdings overlap most with YLDW's. Overlap: shared top-10 weight as a share of the larger top-10 total of the two funds.
| Symbol | Fund | Overlap | Expense ratio | Net assets | 1-year return |
|---|---|---|---|---|---|
| YLDW | Westwood Enhanced Income Opport | — | — | $41.5M | — |
| FTHI | First Trust BuyWrite Income ETF | 56% | 0.76% | $2.56B | +10.05% |
| CGGE | Capital Group Global Equity ETF | 54% | 0.49% | $3.24B | +11.07% |
| LSVD | The Advisors’ Inner Circle Fund | 54% | — | $665.8M | +31.92% |
| AVUS | Avantis U.S. Equity ETF | 52% | 0.14% | $14.65B | +21.87% |
| JHML | John Hancock Multifactor Large Cap ETF | 52% | 0.29% | $1.17B | +16.88% |
| DCOR | DFA Investment Dimensions Group | 50% | 0.14% | $3.57B | +19.38% |
| AVLC | American Century ETF | 50% | 0.14% | $1.56B | +21.02% |
| EBI | Longview Advantage ETF | 50% | — | $686.5M | +23.43% |