Morningstar

Westwood Salient Enhanced Energy Income ETF WEEI

Morningstar Medalist Rating
Medalist Rating as of | See Westwood Investment Hub

Morningstar’s Analysis WEEI

Will WEEI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WEEI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WEEI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WEEI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Westwood Salient Enhanced Engy Inc ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WEEI

More WEEI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

23.40 25M
Energy

Chevron Corp

14.96 16M
Energy

Valero Energy Corp

6.80 7M
Energy

ConocoPhillips

6.24 7M
Energy

Phillips 66

5.10 6M
Energy

Williams Companies Inc

4.32 5M
Energy

Marathon Petroleum Corp

4.24 5M
Energy

SLB Ltd

4.03 4M
Energy

Baker Hughes Co Class A

3.81 4M
Energy

EOG Resources Inc

3.81 4M
Energy

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