{
  "page": "compare",
  "query": {
    "a": "WHGIX",
    "b": "SCJAX"
  },
  "retrieved_at": "2026-07-07T18:15:11+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "WESTWOOD INCOME OPPORTUNITY FUND",
    "ticker": "WHGIX",
    "slug": "WHGIX",
    "series_id": "S000072841",
    "html_url": "https://fundwatcher.app/funds/WHGIX/"
  },
  "fund_b": {
    "name": "Steward Covered Call Income Fund",
    "ticker": "SCJAX",
    "slug": "SCJAX",
    "series_id": "S000059856",
    "html_url": "https://fundwatcher.app/funds/SCJAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1861382438136964094546136653",
    "coverage_b_by_a": "0.1861382438136964094546136652",
    "shared_count": 20,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-30"
    },
    "a_top": [
      {
        "name": "FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U",
        "value": "22284495.40",
        "weight": "0.03688214",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "17208256.00",
        "weight": "0.02848067",
        "shared": true
      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "12259511.75",
        "weight": "0.02029021",
        "shared": true
      },
      {
        "name": "MICROSOFT CORP",
        "value": "10098045.72",
        "weight": "0.01671286",
        "shared": true
      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "9957120.00",
        "weight": "0.01647962",
        "shared": false
      },
      {
        "name": "BARRICK MINING CORP",
        "value": "9549183.97",
        "weight": "0.01580446",
        "shared": false
      },
      {
        "name": "WELLS FARGO & CO",
        "value": "9400101.20",
        "weight": "0.01555772",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "8409720.00",
        "weight": "0.01391858",
        "shared": true
      },
      {
        "name": "JPMorgan Nasdaq Equity Premium Income ETF",
        "value": "8037075.48",
        "weight": "0.01330183",
        "shared": false
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "7926480.00",
        "weight": "0.01311879",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "7536436.26",
        "weight": "0.01247324",
        "shared": true
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "7510823.06",
        "weight": "0.01243085",
        "shared": true
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "7252841.60",
        "weight": "0.01200388",
        "shared": true
      },
      {
        "name": "FEDEX CORP",
        "value": "7118824.75",
        "weight": "0.01178207",
        "shared": true
      },
      {
        "name": "KRATOS DEFENSE and SEC SOLTN INC",
        "value": "6901670.00",
        "weight": "0.01142267",
        "shared": false
      },
      {
        "name": "WEC ENERGY GROUP INC",
        "value": "6726965.28",
        "weight": "0.01113352",
        "shared": false
      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "6688312.16",
        "weight": "0.01106955",
        "shared": false
      },
      {
        "name": "GENERAL DYNAMICS CORPORATION",
        "value": "6681944.88",
        "weight": "0.01105901",
        "shared": true
      },
      {
        "name": "SOUTHSTATE BANK CORP",
        "value": "6622285.95",
        "weight": "0.01096027",
        "shared": false
      },
      {
        "name": "MLP",
        "value": "6521927.40",
        "weight": "0.01079417",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6423539.06",
        "weight": "0.01063133",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6263060.16",
        "weight": "0.01036573",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "6236816.38",
        "weight": "0.01032230",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "6036560.64",
        "weight": "0.00999086",
        "shared": true
      },
      {
        "name": "JPMORGAN EQUITY PREMIUM INCOME ETF",
        "value": "5879482.56",
        "weight": "0.00973089",
        "shared": false
      },
      {
        "name": "VENTAS INC REIT",
        "value": "5825716.02",
        "weight": "0.00964190",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "5674049.04",
        "weight": "0.00939088",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5539648.44",
        "weight": "0.00916844",
        "shared": false
      },
      {
        "name": "CAPITAL ONE FINANCIAL CORP",
        "value": "5525574.27",
        "weight": "0.00914515",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5512031.25",
        "weight": "0.00912273",
        "shared": false
      },
      {
        "name": "CFD_EQS GSILGB2X BJXBP41",
        "value": "5449063.22",
        "weight": "0.00901852",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5394296.88",
        "weight": "0.00892788",
        "shared": false
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "5331272.00",
        "weight": "0.00882357",
        "shared": false
      },
      {
        "name": "Westwood Enhanced Income Opportunity ETF USD Class",
        "value": "5160878.69",
        "weight": "0.00854156",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "5109290.63",
        "weight": "0.00845618",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "5090494.78",
        "weight": "0.00842507",
        "shared": true
      },
      {
        "name": "APPLE INC",
        "value": "5066865.96",
        "weight": "0.00838596",
        "shared": true
      },
      {
        "name": "US TREASURY N/B",
        "value": "5008828.13",
        "weight": "0.00828990",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "5004522.40",
        "weight": "0.00828278",
        "shared": true
      },
      {
        "name": "U.S. Treasury Bills",
        "value": "4987911.10",
        "weight": "0.00825528",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4928614.06",
        "weight": "0.00815714",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4806250.00",
        "weight": "0.00795463",
        "shared": false
      },
      {
        "name": "US TREASURY N/B",
        "value": "4803906.25",
        "weight": "0.00795075",
        "shared": false
      },
      {
        "name": "MEDTRONIC PLC",
        "value": "4738116.24",
        "weight": "0.00784186",
        "shared": true
      },
      {
        "name": "ISHARES MSCI EMERGING MARKETS INDEX FUND",
        "value": "4693958.40",
        "weight": "0.00776878",
        "shared": false
      },
      {
        "name": "SLB LTD",
        "value": "4690634.52",
        "weight": "0.00776327",
        "shared": false
      },
      {
        "name": "GAP INC/THE",
        "value": "4625681.58",
        "weight": "0.00765577",
        "shared": false
      },
      {
        "name": "KINDER MORGAN INC",
        "value": "4604538.82",
        "weight": "0.00762078",
        "shared": false
      },
      {
        "name": "HPE 7 5/8",
        "value": "4591206.00",
        "weight": "0.00759871",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "4448032.00",
        "weight": "0.00736175",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "APPLE INC",
        "value": "5656664.00",
        "weight": "0.04704581",
        "shared": true
      },
      {
        "name": "NVIDIA CORP",
        "value": "5638335.00",
        "weight": "0.04689337",
        "shared": true
      },
      {
        "name": "AMAZON.COM INC",
        "value": "5240670.00",
        "weight": "0.04358603",
        "shared": false
      },
      {
        "name": "MICROSOFT CORP",
        "value": "5206509.00",
        "weight": "0.04330192",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "4292600.00",
        "weight": "0.03570105",
        "shared": true
      },
      {
        "name": "BROADCOM INC",
        "value": "3776820.00",
        "weight": "0.03141137",
        "shared": false
      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "3582500.00",
        "weight": "0.02979523",
        "shared": true
      },
      {
        "name": "ALPHABET INC CL C",
        "value": "3317594.00",
        "weight": "0.02759204",
        "shared": false
      },
      {
        "name": "TESLA INC",
        "value": "2668542.00",
        "weight": "0.02219395",
        "shared": false
      },
      {
        "name": "BERKSHIRE HATH-B",
        "value": "2306544.00",
        "weight": "0.01918325",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "2263586.00",
        "weight": "0.01882598",
        "shared": true
      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "2154243.00",
        "weight": "0.01791659",
        "shared": false
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "1710940.00",
        "weight": "0.01422969",
        "shared": false
      },
      {
        "name": "WALMART INC",
        "value": "1703702.00",
        "weight": "0.01416949",
        "shared": true
      },
      {
        "name": "VISA INC-CLASS A",
        "value": "1673516.00",
        "weight": "0.01391844",
        "shared": false
      },
      {
        "name": "CATERPILLAR INC",
        "value": "1577664.00",
        "weight": "0.01312125",
        "shared": false
      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "1496656.00",
        "weight": "0.01244751",
        "shared": false
      },
      {
        "name": "COCA-COLA CO/THE",
        "value": "1481238.00",
        "weight": "0.01231928",
        "shared": false
      },
      {
        "name": "HOME DEPOT INC",
        "value": "1460901.00",
        "weight": "0.01215014",
        "shared": true
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "1456752.00",
        "weight": "0.01211563",
        "shared": true
      },
      {
        "name": "COSTCO WHOLESALE CORP",
        "value": "1410375.00",
        "weight": "0.01172992",
        "shared": false
      },
      {
        "name": "MASTERCARD INC CL A",
        "value": "1400854.00",
        "weight": "0.01165074",
        "shared": false
      },
      {
        "name": "LINDE PLC",
        "value": "1370910.00",
        "weight": "0.01140170",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "1357965.00",
        "weight": "0.01129403",
        "shared": false
      },
      {
        "name": "PALANTIR TECHNOLOGIES INC",
        "value": "1231356.00",
        "weight": "0.01024104",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "1224760.00",
        "weight": "0.01018618",
        "shared": false
      },
      {
        "name": "PROCTER & GAMBLE",
        "value": "1214160.00",
        "weight": "0.01009803",
        "shared": false
      },
      {
        "name": "GENERAL ELECTRIC CO",
        "value": "1196481.00",
        "weight": "0.00995099",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "1181953.00",
        "weight": "0.00983016",
        "shared": false
      },
      {
        "name": "LOWES COS INC",
        "value": "1175064.00",
        "weight": "0.00977287",
        "shared": false
      },
      {
        "name": "QUALCOMM INC",
        "value": "1167243.00",
        "weight": "0.00970782",
        "shared": false
      },
      {
        "name": "RTX CORP",
        "value": "1145301.00",
        "weight": "0.00952533",
        "shared": false
      },
      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "1127840.00",
        "weight": "0.00938011",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "1114470.00",
        "weight": "0.00926892",
        "shared": true
      },
      {
        "name": "NT-INST TRSR-PRM",
        "value": "1113893.89",
        "weight": "0.00926412",
        "shared": false
      },
      {
        "name": "SOUTHERN CO",
        "value": "1080651.00",
        "weight": "0.00898765",
        "shared": false
      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "1023840.00",
        "weight": "0.00851516",
        "shared": true
      },
      {
        "name": "BANK OF NEW YORK MELLON CORP",
        "value": "1019320.00",
        "weight": "0.00847756",
        "shared": false
      },
      {
        "name": "SALESFORCE INC",
        "value": "1018992.00",
        "weight": "0.00847484",
        "shared": false
      },
      {
        "name": "BLACKROCK INC",
        "value": "1007046.00",
        "weight": "0.00837548",
        "shared": false
      },
      {
        "name": "THE BOOKING HOLDINGS INC",
        "value": "1000368.00",
        "weight": "0.00831994",
        "shared": false
      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "981440.00",
        "weight": "0.00816252",
        "shared": true
      },
      {
        "name": "PEPSICO INC",
        "value": "952506.00",
        "weight": "0.00792188",
        "shared": false
      },
      {
        "name": "NETFLIX INC",
        "value": "951786.00",
        "weight": "0.00791589",
        "shared": false
      },
      {
        "name": "AMERICAN EXPRESS CO",
        "value": "950859.00",
        "weight": "0.00790818",
        "shared": false
      },
      {
        "name": "SERVICENOW INC",
        "value": "947781.00",
        "weight": "0.00788258",
        "shared": false
      },
      {
        "name": "MCDONALDS CORP",
        "value": "945000.00",
        "weight": "0.00785945",
        "shared": false
      },
      {
        "name": "DANAHER CORP",
        "value": "941227.00",
        "weight": "0.00782807",
        "shared": false
      },
      {
        "name": "INTUITIVE SURGICAL INC",
        "value": "907596.00",
        "weight": "0.00754837",
        "shared": false
      },
      {
        "name": "DUKE ENERGY CORP NEW",
        "value": "897990.00",
        "weight": "0.00746848",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-004637",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1545440/000091047226004637/0000910472-26-004637-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0002066578-26-001021",
      "as_of": "2026-01-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/92500/000206657826001021/0002066578-26-001021-index.htm"
    }
  ]
}