# Portfolio overlap — AWYIX vs SWP

Comparing **CIBC ATLAS EQUITY INCOME FUND** (2026-01-31) and **SWP Growth & Income ETF** (2026-02-28).

- Shared positions: 13
- CIBC ATLAS EQUITY INCOME FUND covered by SWP Growth & Income ETF: 0.2571777407602875323044628158
- SWP Growth & Income ETF covered by CIBC ATLAS EQUITY INCOME FUND: 0.2571777407602875323044628156

## CIBC ATLAS EQUITY INCOME FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.049845 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.049268 |  |
| LILLY ELI and CO | 0.048834 | ✓ |
| Enterprise Products Partners LP | 0.048438 |  |
| JPMORGAN CHASE and CO | 0.037908 | ✓ |
| PARKER HANNIFIN CORP | 0.036469 |  |
| APPLE INC COMMON STOCK | 0.036413 |  |
| ABBOTT LABORATORIES COMMON STOCK | 0.035201 |  |
| ASTRAZENECA-ADR | 0.031951 |  |
| CME GROUP INC CL A | 0.031645 |  |
| SCHWAB CHARLES CORP | 0.031411 |  |
| ABBVIE INC | 0.029464 | ✓ |
| NEXTERA ENERGY INC | 0.029440 | ✓ |
| TRANSDIGM GROUP INC | 0.028909 |  |
| BROOKFIELD CORP CL A | 0.027858 |  |
| BLUE OWL CAPITAL INC A | 0.025887 |  |
| INTL BUS MACH CORP | 0.024703 | ✓ |
| BLACKSTONE INC | 0.024240 | ✓ |
| ROLLINS INC | 0.023215 |  |
| ELEVANCE HEALTH INC COMMON STOCK | 0.022655 |  |
| MICROCHIP TECHNOLOGY | 0.021547 |  |
| CARDINAL HEALTH INC | 0.019861 |  |
| RTX CORPORATION COMMON STOCK | 0.017915 |  |
| Brookfield Renewable Partners LP | 0.017383 |  |
| BROADRIDGE FINL | 0.017322 |  |
| TJX COS INC | 0.017185 | ✓ |
| AMERICAN TOWER CORP | 0.017005 |  |
| GOLDMAN SACHS GROUP INC | 0.016600 | ✓ |
| DICKS SPORTING GOODS INC | 0.016331 | ✓ |
| BROADCOM INC | 0.016141 | ✓ |
| ONEOK INC | 0.015524 |  |
| PROLOGIS INC REIT | 0.014828 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.014658 | ✓ |
| IRON MOUNTAIN INC | 0.013457 |  |
| EQUINIX INC | 0.013213 |  |
| WASTE MANAGEMENT INC | 0.011255 |  |
| VICI PROPERTIES | 0.011055 |  |
| Brookfield Infrastructure Partners LP | 0.010452 |  |
| FRST AM-GV OB-X | 0.009688 |  |
| CARRIER GLOBAL CORP | 0.009055 |  |
| WATSCO INC | 0.009047 |  |
| TARGA RESOURCES CORP | 0.008866 |  |
| TEXAS INSTRUMENTS INC | 0.007856 |  |

## SWP Growth & Income ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MICROSOFT CORP | 0.039547 | ✓ |
| ALPHABET INC CL A | 0.038968 |  |
| APPLE INC | 0.036387 |  |
| BROADCOM INC | 0.032987 | ✓ |
| FIRST AM-TR OB-X | 0.030387 |  |
| PHILIP MORRIS INTL INC | 0.027810 |  |
| PROLOGIS INC REIT | 0.027272 | ✓ |
| FLOWSERVE CORP | 0.027004 |  |
| INTL BUS MACH CORP | 0.026931 | ✓ |
| ORACLE CORP | 0.025954 |  |
| BAKER HUGHES CO | 0.025124 |  |
| TOLL BROTHERS INC | 0.025097 |  |
| CENCORA INC | 0.024488 |  |
| META PLATFORMS INC CL A | 0.023925 |  |
| JPMORGAN CHASE and CO | 0.023633 | ✓ |
| EMERSON ELECTRIC CO | 0.022961 |  |
| TJX COS INC | 0.022945 | ✓ |
| APPLIED INDU TEC | 0.022159 |  |
| NEXTERA ENERGY INC | 0.022006 | ✓ |
| MEDTRONIC PLC | 0.021972 |  |
| ASTRAZENECA PLC | 0.021962 |  |
| RTX CORP | 0.021795 |  |
| ABBVIE INC | 0.020393 | ✓ |
| BLACKROCK INC | 0.020170 |  |
| LILLY ELI and CO | 0.019733 | ✓ |
| FREEPORT MCMORAN INC | 0.019261 |  |
| JEFFERIES FINANCIAL GROUP INC | 0.018472 |  |
| CITIGROUP INC | 0.018303 |  |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.017981 |  |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 0.017214 |  |
| DARDEN RESTAURANTS INC | 0.017198 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.017182 |  |
| UNION PACIFIC CORP | 0.016865 |  |
| PNC FINANCIAL SERVICES GRP INC | 0.016354 |  |
| CAN NATURAL RES | 0.016156 |  |
| SCOTTS MIRACLE GRO CO | 0.015561 |  |
| BLACKSTONE INC | 0.015395 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.014961 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.014571 | ✓ |
| TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT | 0.014525 |  |
| DICKS SPORTING GOODS INC | 0.014385 | ✓ |
| ENBRIDGE INC | 0.013644 |  |
| AMERICAN EXPRESS CO | 0.012954 |  |
| UNITED RENTALS INC | 0.012844 |  |
| NIKE INC CL B | 0.011801 |  |
| DIGITAL REALTY TRUST INC | 0.011400 |  |
| DUKE ENERGY CORP NEW | 0.011094 |  |
| CAMECO CORP | 0.010267 |  |


## Sources

- N-PORT (fund A) — accession `0002048251-26-002435` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/878719/000204825126002435/0002048251-26-002435-index.htm>
- N-PORT (fund B) — accession `0000894189-26-012589` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1359057/000089418926012589/0000894189-26-012589-index.htm>

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