Question 1

What are the top holdings in YLDW?

Accepted Answer

Westwood Enhanced Income Opportunity ETF (YLDW) holds 136 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is YLDW's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review YLDW's holdings table to analyze concentration risk.

Question 3

What is YLDW's sector allocation?

Accepted Answer

The Sector Allocation chart shows how YLDW distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does YLDW invest in?

Accepted Answer

YLDW's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is YLDW ETF?

Accepted Answer

YLDW's diversification can be assessed by reviewing its 136 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are YLDW's largest positions by weight?

Accepted Answer

YLDW's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	# #HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Stock	4.45%
2	# #USHY	iShares Broad USD High Yield Corporate Bond ETF	Stock	4.44%
3	GOOGL	Alphabet Inc.	Stock	3.27%
4	GILD	Gilead Sciences, Inc.	Stock	2.89%
5	MU	Micron Technology, Inc.	Stock	2.27%
6	WFC	Wells Fargo & Company	Stock	2.12%
7	MSFT	Microsoft Corporation	Stock	1.94%
8	MRK	Merck & Co., Inc.	Stock	1.93%
9	JPM	JPMorgan Chase & Co.	Stock	1.85%
10	NVDA	NVIDIA Corporation	Stock	1.82%
11	KTOS	Kratos Defense & Security Solutions, Inc.	Stock	1.81%
12	T TSX:ABX	Barrick Mining Corporation	Stock	1.80%
13	WEC	WEC Energy Group, Inc.	Stock	1.75%
14	T T.4.75 05.15.55	United States Treasury Bonds 4.75%	Stock	1.71%
15	VTR	Ventas, Inc.	Stock	1.69%
16	ET	Energy Transfer LP	Stock	1.66%
17	HON	Honeywell International Inc.	Stock	1.65%
18	GD	General Dynamics Corporation	Stock	1.65%
19	SSB	SouthState Bank Corporation	Stock	1.55%
20	IBM	International Business Machines Corporation	Stock	1.50%
21	T T.4.625 02.15.35	United States Treasury Notes 4.625%	Stock	1.47%
22	AVGO	Broadcom Inc.	Stock	1.45%
23	CSCO	Cisco Systems, Inc.	Stock	1.44%
24	MDT	Medtronic plc	Stock	1.42%
25	AAPL	Apple Inc.	Stock	1.38%

YLDW ETF Holdings: Westwood Enhanced Income Opportunity ETF

Portfolio Allocations

Top 25 Holdings by Portfolio Weight