WEEI – Westwood Salient Enhanced Engy Inc ETF – ETF Stock Quote | Morningstar

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Will WEEI outperform in future?

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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.

Weakness in Westwood Salient Enhanced Engy Inc ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 75.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Exxon Mobil Corp	21.92	3.2 Mil	Energy
Chevron Corp	16.17	2.3 Mil	Energy
ConocoPhillips	6.66	965,098	Energy
Schlumberger Ltd	4.93	713,805	Energy
EOG Resources Inc	4.89	708,253	Energy
Marathon Petroleum Corp	4.28	620,010	Energy
Williams Companies Inc	4.25	615,175	Energy
Phillips 66	4.16	602,157	Energy
ONEOK Inc	4.10	593,370	Energy
Diamondback Energy Inc	3.70	536,437	Energy

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