Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AWYIX vs SWP
Shared holdings
13
AWYIX covered by SWP
25.72%
SWP covered by AWYIX
25.72%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 43 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
AWYIX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 4.98% | |
| L3HARRIS TECHNOLOGIES INC | 4.93% | |
| LILLY ELI and CO | 4.88% | |
| Enterprise Products Partners LP | 4.84% | |
| JPMORGAN CHASE and CO | 3.79% | |
| PARKER HANNIFIN CORP | 3.65% | |
| APPLE INC COMMON STOCK | 3.64% | |
| ABBOTT LABORATORIES COMMON STOCK | 3.52% | |
| ASTRAZENECA-ADR | 3.20% | |
| CME GROUP INC CL A | 3.16% | |
| SCHWAB CHARLES CORP | 3.14% | |
| ABBVIE INC | 2.95% | |
| NEXTERA ENERGY INC | 2.94% | |
| TRANSDIGM GROUP INC | 2.89% | |
| BROOKFIELD CORP CL A | 2.79% | |
| BLUE OWL CAPITAL INC A | 2.59% | |
| INTL BUS MACH CORP | 2.47% | |
| BLACKSTONE INC | 2.42% | |
| ROLLINS INC | 2.32% | |
| ELEVANCE HEALTH INC COMMON STOCK | 2.27% | |
| MICROCHIP TECHNOLOGY | 2.15% | |
| CARDINAL HEALTH INC | 1.99% | |
| RTX CORPORATION COMMON STOCK | 1.79% | |
| Brookfield Renewable Partners LP | 1.74% | |
| BROADRIDGE FINL | 1.73% | |
| TJX COS INC | 1.72% | |
| AMERICAN TOWER CORP | 1.70% | |
| GOLDMAN SACHS GROUP INC | 1.66% | |
| DICKS SPORTING GOODS INC | 1.63% | |
| BROADCOM INC | 1.61% | |
| ONEOK INC | 1.55% | |
| PROLOGIS INC REIT | 1.48% | |
| UNITED PARCEL SERVICE INC CL B | 1.47% | |
| IRON MOUNTAIN INC | 1.35% | |
| EQUINIX INC | 1.32% | |
| WASTE MANAGEMENT INC | 1.13% | |
| VICI PROPERTIES | 1.11% | |
| Brookfield Infrastructure Partners LP | 1.05% | |
| FRST AM-GV OB-X | 0.97% | |
| CARRIER GLOBAL CORP | 0.91% | |
| WATSCO INC | 0.90% | |
| TARGA RESOURCES CORP | 0.89% | |
| TEXAS INSTRUMENTS INC | 0.79% |
SWP (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 3.95% | |
| ALPHABET INC CL A | 3.90% | |
| APPLE INC | 3.64% | |
| BROADCOM INC | 3.30% | |
| FIRST AM-TR OB-X | 3.04% | |
| PHILIP MORRIS INTL INC | 2.78% | |
| PROLOGIS INC REIT | 2.73% | |
| FLOWSERVE CORP | 2.70% | |
| INTL BUS MACH CORP | 2.69% | |
| ORACLE CORP | 2.60% | |
| BAKER HUGHES CO | 2.51% | |
| TOLL BROTHERS INC | 2.51% | |
| CENCORA INC | 2.45% | |
| META PLATFORMS INC CL A | 2.39% | |
| JPMORGAN CHASE and CO | 2.36% | |
| EMERSON ELECTRIC CO | 2.30% | |
| TJX COS INC | 2.29% | |
| APPLIED INDU TEC | 2.22% | |
| NEXTERA ENERGY INC | 2.20% | |
| MEDTRONIC PLC | 2.20% | |
| ASTRAZENECA PLC | 2.20% | |
| RTX CORP | 2.18% | |
| ABBVIE INC | 2.04% | |
| BLACKROCK INC | 2.02% | |
| LILLY ELI and CO | 1.97% | |
| FREEPORT MCMORAN INC | 1.93% | |
| JEFFERIES FINANCIAL GROUP INC | 1.85% | |
| CITIGROUP INC | 1.83% | |
| Silicon Motion Technology Corp. SPONSORED ADR | 1.80% | |
| STMicroelectronics N.V. SPON ADR EACH REP 1 ORD SHS | 1.72% | |
| DARDEN RESTAURANTS INC | 1.72% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.72% | |
| UNION PACIFIC CORP | 1.69% | |
| PNC FINANCIAL SERVICES GRP INC | 1.64% | |
| CAN NATURAL RES | 1.62% | |
| SCOTTS MIRACLE GRO CO | 1.56% | |
| BLACKSTONE INC | 1.54% | |
| UNITED PARCEL SERVICE INC CL B | 1.50% | |
| GOLDMAN SACHS GROUP INC | 1.46% | |
| TOYOTA MOTOR CORP -SPON ADR DEPOSITARY RECEIPT | 1.45% | |
| DICKS SPORTING GOODS INC | 1.44% | |
| ENBRIDGE INC | 1.36% | |
| AMERICAN EXPRESS CO | 1.30% | |
| UNITED RENTALS INC | 1.28% | |
| NIKE INC CL B | 1.18% | |
| DIGITAL REALTY TRUST INC | 1.14% | |
| DUKE ENERGY CORP NEW | 1.11% | |
| CAMECO CORP | 1.03% |
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