YLDW
Westwood Enhanced Income Opportunity ETF·ARCA
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Key Stats
Assets Under Management
8.82MUSD
Fund Flows (1Y)
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Dividend Yield
--
Discount/Premium to NAV
0.12%
Shares Outstanding
350.00K
Expense Ratio
0.79%
About Westwood Enhanced Income Opportunity ETF
Issuer
Westwood Management Corp
Brand
Westwood
Inception Date
Dec 11, 2025
Structure
Open-Ended Fund
Index Tracked
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Management Style
Active
Dividend Treatment
Distributes
Distribution Tax Treatment
Ordinary income
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
Westwood Management Corp. (Texas)
Distributor
Northern Lights Distributors LLC
YLDW is an actively-managed ETF that seeks to provide current income and capital appreciation from a variety of asset classes including equities, investment grade corporate bonds, high yield bonds, convertible bonds, preferred securities and other income-oriented assets.
Classification
Asset Class
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Category
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Focus
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Niche
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Strategy
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Geography
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Weighting Scheme
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Selection Criteria
Proprietary
Analysis
Sector
Technology
27.60%
Financial Services
13.16%
Industrials
12.22%
Healthcare
11.28%
Energy
7.15%
Communication Services
6.96%
Real Estate
6.44%
Consumer Defensive
5.61%
Utilities
4.55%
Technology
27.60%
Financial Services
13.16%
Industrials
12.22%
Healthcare
11.28%
Energy
7.15%
Communication Services
6.96%
Real Estate
6.44%
Consumer Defensive
5.61%
Utilities
4.55%
Show more
Asset
Holdings
Symbol
Ratio
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
4.44%
USHY
iShares Broad USD High Yield Corporate Bond ETF
4.44%
GOOGL
Alphabet A
3.09%
MU
Micron Technology
2.66%
US DOLLARS
2.64%
GILD
Gilead Sciences
2.42%
Symbol
Ratio
MSFT
Microsoft
2.40%
WFC
Wells Fargo
2.19%
ET
Energy Transfer
2.12%
NVDA
Nvidia
1.99%
Top 10 Weight 28.38%
10 Total Holdings
See all holdings
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Seasonals
Volume Profile
Trade Flow Insight
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