# Portfolio overlap — BTPIX vs LEXI

Comparing **WESTWOOD BROADMARK TACTICAL PLUS FUND** (2026-01-31) and **Alexis Practical Tactical ETF** (2026-02-28).

- Shared positions: 1
- WESTWOOD BROADMARK TACTICAL PLUS FUND covered by Alexis Practical Tactical ETF: 0.04286626390424859400323086044
- Alexis Practical Tactical ETF covered by WESTWOOD BROADMARK TACTICAL PLUS FUND: 0.04286626390424859400323086044

## WESTWOOD BROADMARK TACTICAL PLUS FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U | 0.722439 |  |
| INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 0.123153 | ✓ |
| State Street SPDR S&P Metals & Mining ETF | 0.057662 |  |
| MORGAN STANLEY & COMPANY MARGIN DEPOSIT ACCOUNT | 0.052682 |  |
| VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000 | 0.033938 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.010126 |  |

## Alexis Practical Tactical ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| iShares MSCI Intl Momentum Factor ETF | 0.063694 |  |
| ISHARES MSCI USA MOMENTUM FA MUTUAL FUND | 0.058617 |  |
| Xtrackers MSCI EAFE Hedged Equity ETF | 0.058107 |  |
| SPDR S&P MidCap 400 ETF Trust | 0.057305 |  |
| VANGUARD DVD A E | 0.056108 |  |
| JPM ULTRA-SHT IN | 0.053295 |  |
| PIMCO ENHANCED SHORT MATURITY PIMCO ENHANCED SHORT MATURIT | 0.053023 |  |
| VANGUARD MEGA CAP GROWTH ETF CL ETF SHARES USD INC 0.00000000 | 0.052312 |  |
| SPDR Dow Jones Industrial Average ETF Trust | 0.051502 |  |
| U.S. Bank Money Market Deposit Account | 0.049798 |  |
| VANGUARD GRW ETF | 0.044339 |  |
| iShares Trust 0-5YR HIGH YEILD CORP BD ET | 0.043709 |  |
| INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 0.042866 | ✓ |
| ISHARES MSCI EMERGING MARKETS INDEX FUND | 0.040722 |  |
| OPTION | 0.033489 |  |
| V/E SEMICONDUCT | 0.031716 |  |
| iShares Short Treasury Bond ETF - Class USD INC | 0.021769 |  |
| APPLIED MATERIALS INC | 0.021255 |  |
| U.S. Treasury Bills | 0.018587 |  |
| NVIDIA CORP | 0.016429 |  |
| State Street Industrial Select Sector SPDR ETF USD Class | 0.015400 |  |
| CATERPILLAR INC | 0.013141 |  |
| State StreetFinSelSectSPDRETF | 0.012557 |  |
| TJX COS INC | 0.011554 |  |
| ALPHABET INC CL A | 0.010590 |  |
| TESLA INC | 0.009247 |  |
| MARRIOTT INTL-A | 0.008914 |  |
| VISA INC-CLASS A | 0.008611 |  |
| APPLE INC | 0.008389 |  |
| FREEPORT MCMORAN INC | 0.007755 |  |
| MICROSOFT CORP | 0.007491 |  |
| META PLATFORMS INC CL A | 0.006239 |  |
| ORACLE CORP | 0.005785 |  |
| CISCO SYSTEMS INC | 0.004031 |  |
| HOME DEPOT INC | 0.001656 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-004640` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1545440/000091047226004640/0000910472-26-004640-index.htm>
- N-PORT (fund B) — accession `0000894189-26-012499` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1683471/000089418926012499/0000894189-26-012499-index.htm>

---

_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._

_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._

_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. See <https://fundwatcher.app/terms/>_