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RWMHX vs IRLIX

Shared holdings
109
RWMHX covered by IRLIX
45.37%
IRLIX covered by RWMHX
45.37%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RWMHX (Jan. 31, 2026)

SecurityWeight
BROADCOM INC6.33%
MICROSOFT CORP5.00%
PHILIP MORRIS INTL INC3.84%
CAPITAL GROUP CENTRAL CASH FUND2.89%
APPLE INC2.43%
LILLY ELI and CO1.97%
MARSH & MCLENNAN1.79%
NVIDIA CORP1.69%
ROYAL CARIBBEAN CRUISES LTD1.67%
ALPHABET INC CL A1.65%
RTX CORP1.65%
AMGEN INC1.59%
NORTHROP GRUMMAN CORP1.54%
META PLATFORMS INC CL A1.50%
UNITEDHEALTH GRP1.49%
WELLTOWER INC1.47%
BANK OF AMERICA CORPORATION1.47%
JPMORGAN CHASE and CO1.43%
ALPHABET INC CL C1.43%
SPONSORED ADR1.42%
VISA INC-CLASS A1.31%
GENERAL ELECTRIC CO1.26%
ASML HOLDING-NY1.25%
KLA CORP1.17%
CVS HEALTH CORP1.12%
TRUIST FINL CORP0.98%
BLACKROCK INC0.94%
CAPITAL ONE FINANCIAL CORP0.91%
COMCAST CORP CL A0.87%
ABBOTT LABS0.83%
MASTERCARD INC CL A0.83%
DEERE & CO0.81%
HOME DEPOT INC0.81%
CONSTELLATION ENERGY CORP0.81%
INTL BUS MACH CORP0.80%
GILEAD SCIENCES INC0.80%
SEMPRA ENERGY0.80%
EXXON MOBIL CORP0.79%
CATERPILLAR INC0.78%
STARBUCKS CORP0.77%
UNION PACIFIC CORP0.74%
ABBVIE INC0.72%
CONOCOPHILLIPS0.72%
BOEING CO/THE0.71%
AIR PRODUCTS and CHEMICALS INC0.71%
PAYCHEX INC0.66%
SOUTHERN CO0.66%
L3HARRIS TECHNOLOGIES INC0.65%
KEURIG DR PEPPER INC0.65%
YUM! BRANDS INC0.64%

IRLIX (March 31, 2026)

SecurityWeight
NVIDIA CORP8.58%
APPLE INC7.69%
MICROSOFT CORP5.77%
AMAZON.COM INC4.20%
ALPHABET INC CL A3.51%
BROADCOM INC3.01%
ALPHABET INC CL C2.85%
META PLATFORMS INC CL A2.63%
TESLA INC2.21%
BERKSHIRE HATH-B1.86%
JPMORGAN CHASE and CO1.68%
LILLY ELI and CO1.55%
EXXON MOBIL CORP1.51%
JOHNSON&JOHNSON1.24%
WALMART INC1.14%
VISA INC-CLASS A1.07%
COSTCO WHOLESALE CORP0.93%
NETFLIX INC0.86%
MASTERCARD INC CL A0.85%
CHEVRON CORP0.82%
ABBVIE INC0.81%
MICRON TECHNOLOGY INC0.79%
PROCTER & GAMBLE0.71%
CATERPILLAR INC0.69%
ADV MICRO DEVICE0.69%
HOME DEPOT INC0.69%
BANK OF AMERICA CORPORATION0.67%
PALANTIR TECHNOLOGIES INC0.67%
CISCO SYSTEMS INC0.65%
MERCK & CO0.63%
COCA-COLA CO/THE0.62%
GENERAL ELECTRIC CO0.62%
APPLIED MATERIALS INC0.57%
LAM RESEARCH CORP0.56%
iShares Russell Top 200 ETF0.54%
RTX CORP0.54%
PHILIP MORRIS INTL INC0.54%
GOLDMAN SACHS GROUP INC0.52%
ORACLE CORP0.52%
WELLS FARGO & CO0.52%
UNITEDHEALTH GRP0.52%
GE VERNOVA LLC0.50%
LINDE PLC0.49%
INTL BUS MACH CORP0.47%
MCDONALDS CORP0.47%
PEPSICO INC0.45%
VERIZON COMMUNICATIONS INC0.45%
AT&T INC0.42%
CITIGROUP INC0.41%
INTEL CORP0.41%

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