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AFALX vs WDIAX

Shared holdings
10
AFALX covered by WDIAX
22.93%
WDIAX covered by AFALX
22.93%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AFALX (April 30, 2026)

SecurityWeight
CISCO SYSTEMS INC3.28%
MARATHON PETROLEUM CORP3.20%
TARGET CORP3.00%
STATE STREET CORP3.00%
OMEGA HEALTHCARE INVESTORS INC2.94%
HASBRO INC2.89%
EATON CORP PLC2.87%
CHEVRON CORP2.86%
PNC FINANCIAL SERVICES GRP INC2.85%
JOHNSON&JOHNSON2.83%
TRAVELERS COS IN2.77%
VERIZON COMMUNICATIONS INC2.75%
TRUIST FINL CORP2.74%
Novartis AG2.72%
PACCAR INC2.70%
SEMPRA ENERGY2.70%
JPMORGAN CHASE and CO2.69%
NORFOLK SOUTHERN CORP2.67%
MICROSOFT CORP2.65%
LILLY ELI and CO2.64%
RTX CORP2.62%
PUB SERV ENTERP2.62%
DARDEN RESTAURANTS INC2.62%
FOX CORP CL A2.61%
AMERIPRISE FINANCIAL INC2.59%
ABBVIE INC2.58%
UGI CORP NEW2.58%
HUNTINGTON BANCSHARES INC2.57%
MERCK & CO2.55%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT2.50%
LYONDELLBASELL-A2.42%
PRUDENTL FINL2.33%
HOME DEPOT INC2.31%
INGREDION INC2.30%
MOLSON COORS BEVERAGE CO B2.15%
HP INC1.98%
ABBOTT LABS1.88%
ACCENTURE PLC-A1.81%
MONEY MARKET FUND0.20%

WDIAX (Jan. 30, 2026)

SecurityWeight
JPMORGAN CHASE and CO5.50%
BANK OF AMERICA CORPORATION4.50%
MORGAN STANLEY3.83%
JOHNSON CONTROLS INTERNATIONAL PLC3.65%
JOHNSON&JOHNSON3.32%
BROADCOM INC3.32%
VERIZON COMMUNICATIONS INC3.20%
CISCO SYSTEMS INC3.01%
INTL BUS MACH CORP2.83%
CHEVRON CORP2.59%
PFIZER INC2.57%
ABBVIE INC2.56%
CATERPILLAR INC2.55%
QUALCOMM INC2.44%
TEXAS INSTRUMENTS INC2.41%
BLACKROCK INC2.30%
AMERICAN ELECTRIC POWER CO INC2.26%
MEDTRONIC PLC2.26%
VALERO ENERGY CORP2.14%
EXXON MOBIL CORP2.10%
DUKE ENERGY CORP NEW2.09%
OLD REPUBLIC INTL CORP2.07%
UNITEDHEALTH GRP2.01%
PHILIP MORRIS INTL INC2.00%
METLIFE INC1.97%
HEALTHPEAK PROPERTIES INC1.87%
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT1.80%
LOCKHEED MARTIN CORP1.80%
VICI PROPERTIES1.80%
PACCAR INC1.75%
DREY-GVT CSH-I1.73%
CME GROUP INC CL A1.67%
STARBUCKS CORP1.65%
REGIONS FINANCIAL CORP1.53%
HOME DEPOT INC1.51%
AT&T INC1.49%
SANOFI SPON ADR1.47%
AIR PRODUCTS and CHEMICALS INC1.47%
TARGET CORP1.45%
UNION PACIFIC CORP1.39%
NEXTERA ENERGY INC1.28%
PEPSICO INC1.27%
ENBRIDGE INC1.27%
PROCTER & GAMBLE1.22%
MCDONALDS CORP1.11%
WALMART INC0.00%
RRP FNMA 30YR REPO0.00%
USD/SEK FORWARD0.00%
CF SECURED LLC TRI PARTY0.00%
CITI TREAS TRI-PARTY0.00%

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