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NWAVX vs SWDSX

Shared holdings
13
NWAVX covered by SWDSX
26.03%
SWDSX covered by NWAVX
26.03%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 36 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

NWAVX (April 30, 2026)

SecurityWeight
AT&T INC5.69%
PHILIP MORRIS INTL INC5.62%
VERIZON COMMUNICATIONS INC5.58%
ALTRIA GROUP INC5.03%
AMERICAN ELECTRIC POWER CO INC4.28%
THE CIGNA GROUP4.23%
EXXON MOBIL CORP4.16%
MICROSOFT CORP4.09%
OCCIDENTAL PETROLEUM CORP3.76%
PROGRESSIVE CORP OHIO3.71%
ALLSTATE CORPORATION3.69%
Novartis AG3.51%
COCA-COLA CO/THE3.34%
AMERICAN WATER WRKS COMPANY3.11%
NEXTERA ENERGY INC2.62%
DEVON ENERGY CORP2.62%
CHEVRON CORP2.55%
ENBRIDGE INC2.51%
EXELON CORP2.40%
JOHNSON&JOHNSON2.32%
CME GROUP INC CL A2.28%
KROGER CO2.19%
DIAMONDBACK ENERGY INC2.18%
CINCINNATI FINANCIAL CORP2.18%
COMMSTCK2.10%
DUKE ENERGY CORP NEW2.04%
CENTERPOINT ENERGY INC2.01%
XCEL ENERGY INC1.97%
ATMOS ENERGY CORP1.62%
RENAISSANCERE HLDGS LTD1.61%
SALESFORCE INC1.55%
OLD REPUBLIC INTL CORP1.44%
SERVICENOW INC1.02%
AMERICAN INTERNATIONAL GROUP0.53%
WORKDAY INC CL A0.30%
AUTODESK INC0.14%

SWDSX (Jan. 31, 2026)

SecurityWeight
MORGAN STANLEY3.87%
JPMORGAN CHASE and CO3.73%
WALMART INC3.59%
EXXON MOBIL CORP3.45%
BROADCOM INC3.23%
PHILIP MORRIS INTL INC3.07%
COCA-COLA CO/THE2.98%
LOCKHEED MARTIN CORP2.79%
INTL BUS MACH CORP2.74%
JOHNSON&JOHNSON2.67%
BLACKROCK INC2.55%
MICROSOFT CORP2.52%
DUKE ENERGY CORP NEW2.52%
ALPHABET INC CL A2.47%
CHEVRON CORP2.45%
ABBVIE INC2.18%
PROCTER & GAMBLE2.03%
MCDONALDS CORP2.00%
VERIZON COMMUNICATIONS INC1.99%
PARKER HANNIFIN CORP1.98%
TJX COS INC1.95%
CISCO SYSTEMS INC1.91%
BANK OF AMERICA CORPORATION1.86%
HOME DEPOT INC1.84%
NEXTERA ENERGY INC1.43%
MEDTRONIC PLC1.42%
RTX CORP1.41%
FIDELITY NATL INFORM SVCS INC1.39%
VISA INC-CLASS A1.31%
ALLSTATE CORPORATION1.30%
KINDER MORGAN INC1.29%
ABBOTT LABS1.28%
PNC FINANCIAL SERVICES GRP INC1.27%
COMCAST CORP CL A1.26%
ELEVANCE HEALTH INC1.13%
PUBLIC STORAGE1.12%
APPLE INC1.10%
EOG RESOURCES INC1.09%
TRUIST FINL CORP1.09%
CATERPILLAR INC1.07%
TEXAS INSTRUMENTS INC1.05%
BECTON DICKINSON and CO1.03%
EVERSOURCE ENERGY0.90%
MERCK & CO0.90%
FASTENAL CO0.87%
ACCENTURE PLC CL A0.86%
ALTRIA GROUP INC0.86%
GENERAL DYNAMICS CORPORATION0.86%
PROGRESSIVE CORP OHIO0.85%
LAMAR ADVERTISING CO CL A0.84%

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