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VTEC vs PWZ

Shared holdings
771
VTEC covered by PWZ
26.68%
PWZ covered by VTEC
26.68%

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.

VTEC (Feb. 28, 2026)

SecurityWeight
Southern California Public Power Authority, Series A0.59%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.55%
Bay Area Toll Authority, Series 2026A0.51%
Irvine Ranch Water District, Series 2009 A, VRD RB0.32%
LOS ANGELES UNIF SD-A0.32%
LOS ANGELES UNIF SD-A0.32%
Bay Area Toll Authority, Series 2023 A, VRD Ref. RB0.31%
LOS ANGELES UNIF SD-A0.30%
Los Angeles Department of Water & Power, Series 2025A0.27%
STATE OF CALIFORNIA 4.0% 03-01-360.25%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.000000000.25%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.24%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.500000000.24%
E CO AWP JT PWRS-A-10.24%
STATE OF CALIFORNIA0.24%
SAN FRANCISCO USD0.23%
UNIV OF CALIFORNIA CA0.22%
IRVINE CA IMPT BOND ACT 19150.22%
State of California0.21%
CALIFORNIA ST EDUCTNL0.20%
BAY AREA TOLL AUTHORITY FRN 04-01-550.19%
LOS ANGELES DEPT-C0.19%
UNIV OF CALIFORNIA CA REVENUES0.19%
LOS ANGELES UNIF SD-A0.19%
State of California0.19%
BAY AREA CA TOLL AUTH0.19%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.19%
IRVINE WTR-RF-A1-VAR0.17%
BAY AREA TOLL AUTHORI VAR0.17%
University of California, Series 2024 BW, Ref. RB0.17%
Toll Road Sr Lien Refunding RB Series 2021A0.17%
UNIV OF CALIFORNIA CA REVENUES0.17%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.17%
Anaheim Public Financing Authority, California, Lease Revenue Bonds, Public Improvement Project, Series 1997C0.17%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.16%
State of California 5.00% 03/01/20550.16%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2024, GO Bonds0.16%
STATE OF CALIFORNIA 5.0% 10-01-350.16%
LOS ANGELES UNIF SD-A0.16%
State of California0.16%
STATE OF CALIFORNIA 5.0% 04-01-290.16%
State of California, Series 20070.16%
LOS ANGELES DEPT-B0.15%
Los Angeles Unified School District, Series 2023QRR0.15%
Santa Monica Community College District, Series 2018A0.15%
State of California, Series 2025, GO Bonds0.15%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.15%
STATE OF CALIFORNIA0.15%
UNIV OF CALIFORNIA CA REVENUES0.15%
Sacramento Municipal Utility District, Series 2025F0.14%

PWZ (Feb. 28, 2026)

SecurityWeight
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.80%
CALIFORNIA ST HLTH FACS FING A CASMED 08/48 FIXED 40.71%
UNIV OF CA REGENTS -P0.67%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.63%
CALIFORNIA ST EDUCTNL0.58%
UNIV OF CA REGENTS -P0.55%
Los Angeles Unified School District, Series 2020 RYQ, GO Bonds0.52%
STATE OF CALIFORNIA 5.0% 04-01-490.48%
San Diego Community College District, Series A-10.46%
California (State of) Educational Facilities Authority (Stanford University), Series 2014 U-6, RB0.46%
Toll Road Sr Lien Refunding RB Series 2021A0.44%
State of California 5.00% 03/01/20550.43%
SAN FRANCISCO-REV-C0.43%
SAN FRANCISCO PUB-D0.42%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/52 FIXED 50.41%
UNIV OF CALIFORNIA CA REVENUES0.38%
SAN DIEGO USD-I0.37%
KAISER FOUNDATION HOSPITALS 5.0% 11-01-470.36%
California (State of) Educational Facilities Authority (Stanford University), Series 2013 U-3, RB0.35%
Bay Area Toll Authority, Series 2017S-70.34%
STATE OF CALIFORNIA 4.0% 09-01-430.34%
San Diego Unified School District, Series 2023G-30.33%
State of California 5.25% 09/01/20530.33%
STATE OF CALIFORNIA 5.0% 03-01-490.33%
LELAND STANFORD JUNIOR UNIVERSITY 5.0% 06-01-460.31%
Los Angeles Unified School District, Series 2023QRR0.31%
CA ST HLTH FACS-A-REF0.31%
CA ST UNIV-A-REF0.31%
SAN FRANCISCO BAY-D10.30%
CA ST UNIV TRUSTEES-A0.30%
LOS ANGELES CA DEPT OF ARPTS ARPT REVENUE0.29%
SAN DIEGO UNIF SD-C-30.29%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.28%
Fremont Union High School District, Series 2019 A, GO Bonds0.28%
SAN JOAQUIN TRANS-A0.27%
San Diego Community College District, Series A-10.27%
Mt. San Antonio Community College District (Election of 2008), Series 2019 A, GO Bonds0.27%
FOLSOM CORDOVA USD-D0.27%
San Francisco Community College District (Election of 2020), Series 2020 A, GO Bonds0.26%
CA ST PUB WKS BRD-A0.26%
Municipal Improvement Corp. of Los Angeles, Series A0.26%
Oxnard Union High School District, Ventura County, California, General Obligation Bonds, Election 2018 Series 2022C0.26%
SAN FRANCISCO W 5.25% 11/1/20550.25%
State of California, Series 20240.25%
SAN DIEGO USD A-30.25%
SAN MARCOS USD-A0.25%
California (State of) Health Facilities Financing Authority (Stanford Health Care), Series 2020 A, Ref. RB0.25%
STHRN CA PUB PWR AUTH0.25%
STATE OF CALIFORNIA0.25%
UNIV OF CA -REF-O0.24%

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