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Westwood Enhanced Income Opportunity ETF
YLDW performance and flow charts
Performance
Flows
Historic performance and flows
Data as of April 24, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +4.01% | +0.94% | +3.25% | |||
| Flows | +$4M | +$13M | +$13M | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Other Strategies |
| Provider | Westwood |
| N° of holdings | 1399 |
| Dividend policy | Distributing |
| Inception date | December 11, 2025 |
| ESG | No |
More data and info about YLDW on Trackinsight
Exposure
Data as of March 31, 2026Diversification
Total weight of top 15 holdings out of 1,399
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.23% | |||
Max drawdown | -5.21% | |||
Max drawdown duration | 65d | N/A | N/A | N/A |
Time to recover | 17d | N/A | N/A | N/A |
What type of ETF is YLDW?
YLDW is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Westwood.
What does YLDW invest in?
This ETF provides exposure to Equities and Bonds. It is part of the segment: Multi-Asset: Other.
What is the expense ratio of YLDW?
The total expense ratio (TER) of YLDW is 0.79%, representing the annual fee charged by the fund manager.
When was YLDW launched?
YLDW was launched on December 11, 2025, marking its entry into the ETF market.
Who is the issuer of YLDW?
YLDW is issued by Westwood.
What is the AUM of YLDW?
As of April 24, 2026, YLDW manages $21.52 M, reflecting the total assets held in the fund.
How has YLDW performed recently?
As of April 24, 2026, YLDW delivered a return of 4.01% over the past month (1M performance), 0.94% over the past three months (3M), and 3.25% year-to-date (YTD).
What are the recent fund flows for YLDW?
As of April 24, 2026, YLDW has seen net flows of +$4M in the past month (1M flow) and +$13M year-to-date (YTD).
How many holdings are in YLDW
As of March 31, 2026, YLDW holds 1399 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is YLDW?
As of March 31, 2026, YLDW holds 1399 securities, with 28.97% of its assets concentrated in its top 15 holdings.
What are the top holdings of YLDW?
As of March 31, 2026, YLDW holds a portfolio of 1399 underlyings, with its largest positions including ALPHABET INC-CL, GILEAD SCIENCES and MERCK & CO INC. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does YLDW invest in?
As of March 31, 2026, YLDW has its largest geographic exposures in USA.
What sectors or themes does YLDW focus on?
As of March 31, 2026, YLDW is primarily exposed to Information Technology, Industrials and Sovereign.
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