Westwood Income Opportunity Fund Institutional (WHGIX)
11.70
+0.06
(+0.52%)
USD |
May 02 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| ET | Energy Transfer LP | 1.81% | -- | -- | -- | -- | 0.03 | |
| GILD | Gilead Sciences Inc | 1.79% | -- | -- | -- | -- | 0.08 | |
| MSFT | Microsoft Corp | 1.63% | -- | -- | -- | -- | 0.02 | |
| GOOGL | Alphabet Inc | 1.63% | -- | -- | -- | -- | -0.00 | |
| GS | The Goldman Sachs Group Inc | 1.63% | -- | -- | -- | -- | 0.05 | |
| IBM | International Business Machines Corp | 1.41% | -- | -- | -- | -- | 0.06 | |
| BRK.B | Berkshire Hathaway Inc | 1.37% | -- | -- | -- | -- | 0.04 | |
| IJH | iShares Core S&P Mid-Cap ETF | 1.36% | -- | -- | -- | -- | 0.00 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 1.30% | -- | -- | -- | -- | 0.01 | |
| WEC | WEC Energy Group Inc | 1.23% | -- | -- | -- | -- | 0.04 | |
| LOW | Lowe's Companies Inc | 1.20% | -- | -- | -- | -- | 0.00 | |
| DFS | Discover Financial Services | 1.12% | -- | -- | -- | -- | 0.05 | |
| JPM | JPMorgan Chase & Co | 1.12% | -- | -- | -- | -- | 0.03 | |
| NVDA | NVIDIA Corp | 1.11% | -- | -- | -- | -- | 0.03 | |
| JEPI | JPMorgan Equity Premium Income ETF | 1.06% | -- | -- | -- | -- | 0.01 | |
| HON | Honeywell International Inc | 1.04% | -- | -- | -- | -- | 0.01 | |
| FDX | FedEx Corp | 1.00% | -- | -- | -- | -- | -0.02 | |
| VTR | Ventas Inc | 0.96% | -- | -- | -- | -- | 0.04 | |
| WFC | Wells Fargo & Co | 0.95% | -- | -- | -- | -- | 0.02 | |
| INTC | Intel Corp | 0.89% | -- | -- | -- | -- | -0.05 | |
| ABT | Abbott Laboratories | 0.84% | -- | -- | -- | -- | 0.02 | |
| EPD | Enterprise Products Partners LP | 0.84% | -- | -- | -- | -- | 0.01 | |
| CSCO | Cisco Systems Inc | 0.83% | -- | -- | -- | -- | 0.02 | |
| MCY | Mercury General Corp | 0.82% | -- | -- | -- | -- | 0.01 | |
| ABX.TO | Barrick Gold Corp | 0.80% | -- | -- | -- | -- | 0.01 |
Showing 1 - 25 of 45 Holdings