# Portfolio overlap — LGWIX vs EVAGX Comparing **Ladenburg Growth Fund** (2026-03-31) and **The E-Valuator Aggressive Growth (85%-99%) RMS Fund** (2026-03-31). - Shared positions: 3 - Ladenburg Growth Fund covered by The E-Valuator Aggressive Growth (85%-99%) RMS Fund: 0.07387237952074967791451437574 - The E-Valuator Aggressive Growth (85%-99%) RMS Fund covered by Ladenburg Growth Fund: 0.07387237952074967791451437574 ## Ladenburg Growth Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US LG VAL | 0.266252 | | | SCHW-US L/C GRW | 0.205430 | ✓ | | WisdomTree U.S. Value Fund | 0.091266 | ✓ | | Avantis U.S. Small Cap Value ETF | 0.074003 | | | ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.054227 | | | INVESCO S&P SMAL | 0.051531 | | | FMR-ENH INTL | 0.050603 | ✓ | | Invesco Total Return Bond ETF | 0.049685 | | | JPM HG EQ ETF | 0.048362 | | | Vanguard Intermediate-Term Bond ETF | 0.040046 | | | PIMCO Active Bond Exchange-Traded Fund | 0.039932 | | | FRST AM-GV OB-X | 0.028661 | | ## The E-Valuator Aggressive Growth (85%-99%) RMS Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | NEW PERSPECTIVE FUND R6 (NPF CL R6) | 0.052272 | | | WisdomTree U.S. Value Fund | 0.038418 | ✓ | | Invesco Nasdaq Next Gen 100 ETF | 0.035499 | | | Vanguard Strategic Equity Fund - Class Investor | 0.033486 | | | Vanguard Russell 2000 Growth | 0.032899 | | | VANGUARD US MOMENTUM FACTOR MUTUAL FUND | 0.032664 | | | Vanguard Global Capital Cycles Fund - Class Investor | 0.030383 | | | ISHARES US SMALLCAP EQUITY F MUTUAL FUND | 0.028991 | | | First Trust U.S. Equity Opportunities ETF | 0.028686 | | | Vanguard Total World Stock ETF | 0.028532 | | | Invesco Dorsey Wright Developed Markets Momentum ETF | 0.028417 | | | DFA U.S. Targeted Value Portfolio - Class Institutional | 0.027312 | | | VNGRD MULTI ETF | 0.027189 | | | VictoryShares U.S. Small Mid Cap Value Momentum ETF | 0.027031 | | | State Street SPDR Global Dow ETF | 0.026812 | | | Vanguard Strategic Small-Cap Equity Investor Class | 0.025603 | | | Nuveen Large Cap Growth Index Fund - Class R6 | 0.024510 | | | VANGUARD GRW ETF | 0.023138 | | | SCHW-US L/C GRW | 0.023108 | ✓ | | Dimensional Global Equity Portfolio - Class Institutional | 0.022853 | | | iShares Morningstar Small-Cap Growth ETF | 0.020441 | | | SS SPDR S&P15 VT | 0.019921 | | | Vanguard S&P 500 ETF | 0.019421 | | | Schwab Fundamental U.S. Large Company ETF | 0.017993 | | | U.S. Large Company Portfolio | 0.017887 | | | iShares Morningstar Value ETF | 0.017387 | | | WisdomTree U.S. LargeCap Fund | 0.017131 | | | Vanguard Mega Cap ETF | 0.017078 | | | VANGUARD LARGE-CAP ETF MUTUAL FUND | 0.016927 | | | Invesco S&P International Developed Momentum ETF | 0.016422 | | | iShares MSCI International Value Factor ETF | 0.016310 | | | KRANESHARES MSCI E-MKT EX-CH MUTUAL FUND | 0.016005 | | | DFA International Value Portfolio - Class Institutional | 0.015195 | | | ISHARES INTERNATIONAL SMALL MUTUAL FUND | 0.012953 | | | iShares MSCI Global Silver & Metals Miners ETF | 0.012506 | | | ISHARES EMERGING MARKETS EQU MUTUAL FUND | 0.012352 | | | FMR-ENH INTL | 0.012346 | ✓ | | Vanguard International Explorer Fund - Class Investor | 0.012124 | | | Avantis Emerging Markets Equity ETF | 0.011295 | | | ISHARES MSCI GLOBAL GOLD MIN MUTUAL FUND | 0.010731 | | | abrdn Silver ETF Trust PHYSICAL SILVER SHARES ETF | 0.007367 | | | AVANTIS INTL S/C | 0.007053 | | | The Gabelli U.S. Treasury Money Market Fund | 0.006880 | | | MSILF Government Portfolio - Class Advisory | 0.006680 | | | DFA INTL SM CAP VAL PORT-INS MUTUAL FUND | 0.006106 | | | ISHARES GOLD TRUST MUTUAL FUND | 0.005832 | | | iShares U.S. Aerospace & Defense ETF | 0.005613 | | | Global X U.S. Electrification ETF | 0.004492 | | | Vanguard Core Bond Fund, Admiral Shares | 0.003982 | | | Global X US Infrastructure Development ETF | 0.003531 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-007562` (as of 2026-03-31) - N-PORT (fund B) — accession `0001193125-26-238506` (as of 2026-03-31) --- _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 _