YLDWWestwood Enhanced Income Opportunity ETF
Provides current income and the opportunity for long-term capital appreciation.
By Westwood · Launched 2025
Annual Cost
0.79%
#4,370 of 6,040 · expensive
Fund Size
$27M
#4,346 of 6,040 · small
Return (1Y)
N/A
Track Record
9 months
#4,985 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,780+7.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeStrategy
Option income
Holdings
By weightConcentration
Top 10 holdings = 26.2% of funddiversified
ISHARES TRUST
4.4%
ISHARES TRUST
4.4%
ALPHABET INC
3.1%
GILEAD SCIENCES INC
2.5%
NVIDIA CORP
2.1%
MICROSOFT CORP
2.0%
BROADCOM INC
1.9%
ORACLE CORP
1.9%
WELLS FARGO & COMPANY
1.9%
JP MORGAN CHASE & COMPANY
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-5.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE American, NYSE Arca
Full fund details
- Objective
- Provides current income and the opportunity for long-term capital appreciation.
- Strategy
- Invests primarily in dividend-paying and interest-bearing securities, including common stocks, bonds, and MLPs. Engages in covered call writing to enhance income and manage risk, while maintaining a diversified portfolio across various asset classes and capitalizations.
- Inception date
- December 11, 2025
- Fund family
- Westwood
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18