Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
WASAX vs AGTHX
Shared holdings
31
WASAX covered by AGTHX
21.80%
AGTHX covered by WASAX
21.80%
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.
WASAX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| GOLD SPOT $/OZ - GOLD BULLION | 7.97% | |
| Vanguard S&P 500 ETF | 6.90% | |
| NVIDIA CORP | 3.54% | |
| TSMC | 2.98% | |
| MICROSOFT CORP | 2.23% | |
| ISH CORE EAFE | 2.02% | |
| APPLE INC | 2.01% | |
| ALPHABET INC CL A | 1.41% | |
| KLA CORP | 1.37% | |
| AMAZON.COM INC | 1.32% | |
| HOWMET AEROSPACE INC | 1.28% | |
| ISHARES CORE MSCI EMERGING MUTUAL FUND | 1.28% | |
| BBVA | 1.25% | |
| ALIMENTATION COUCHE-TARD INC | 1.21% | |
| MORGAN STANLEY | 1.21% | |
| BAE SYSTEMS PLC | 1.19% | |
| ING GROEP NV | 1.16% | |
| NETFLIX INC | 1.14% | |
| BJS WHSL CLUB HLDGS INC | 1.13% | |
| NTPC LTD | 1.12% | |
| CASEY'S GENERAL | 1.10% | |
| HILTON WORLDWIDE HOLDINGS INC | 1.10% | |
| SPOTIFY TECHNOLOGY SA | 1.09% | |
| Ascendis Pharma A/S | 1.09% | |
| AMER SPORTS INC | 1.08% | |
| MASTERCARD INC CL A | 1.08% | |
| LILLY ELI and CO | 1.06% | |
| SAIA INC | 1.06% | |
| REDE D'OR SAO LU | 1.04% | |
| PNC FINANCIAL SERVICES GRP INC | 1.00% | |
| AON PLC | 0.98% | |
| BROADCOM INC | 0.98% | |
| INTERCONTINENTAL EXCHANGE INC | 0.98% | |
| HOYA CORP | 0.97% | |
| Airbus SE | 0.97% | |
| HOME DEPOT INC | 0.93% | |
| BHARTI AIRTEL LIMITED | 0.89% | |
| SHERWIN WILLIAMS CO | 0.86% | |
| SCHNEIDER ELECTR | 0.85% | |
| CARRIER GLOBAL CORP | 0.82% | |
| META PLATFORMS INC CL A | 0.82% | |
| SMC CORP | 0.80% | |
| FERRARI NV | 0.79% | |
| CAPITAL ONE FINANCIAL CORP | 0.79% | |
| INGERSOLL RAND INC | 0.77% | |
| SLB LTD | 0.75% | |
| BARCLAYS PLC | 0.75% | |
| Fresenius SE & Company KGaA | 0.74% | |
| SALESFORCE INC | 0.72% | |
| SUNBELT RENTALS | 0.72% |
AGTHX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 6.06% | |
| BROADCOM INC | 4.28% | |
| META PLATFORMS INC CL A | 4.25% | |
| MICROSOFT CORP | 4.03% | |
| CAPITAL GROUP CENTRAL CASH FUND | 3.47% | |
| LILLY ELI and CO | 3.32% | |
| ALPHABET INC CL C | 2.92% | |
| ALPHABET INC CL A | 2.92% | |
| AMAZON.COM INC | 2.85% | |
| TESLA INC | 2.59% | |
| TSMC | 2.28% | |
| VERTEX PHARMACEUTICALS INC | 2.08% | |
| APPLE INC | 1.83% | |
| MICRON TECHNOLOGY INC | 1.77% | |
| NETFLIX INC | 1.72% | |
| ROYAL CARIBBEAN CRUISES LTD | 1.69% | |
| UBER TECHNOLOGIES INC | 1.23% | |
| SHOPIFY INC CL A | 1.18% | |
| GENERAL ELECTRIC CO | 1.10% | |
| TRANSDIGM GROUP INC | 1.06% | |
| STRATEGY INC CL A | 0.94% | |
| PHILIP MORRIS INTL INC | 0.92% | |
| CLOUDFLARE INC-A | 0.90% | |
| MASTERCARD INC CL A | 0.90% | |
| VISA INC-CLASS A | 0.82% | |
| ALNYLAM PHARMACEUTICALS INC | 0.81% | |
| APPLIED MATERIALS INC | 0.81% | |
| SK HYNIX INC | 0.76% | |
| AMPHENOL CORPORATION CL A | 0.72% | |
| HCA HEALTHCARE INC | 0.65% | |
| ANTHROPIC PBC SERIES F PC PP | 0.63% | |
| DR HORTON INC | 0.58% | |
| STARBUCKS CORP | 0.57% | |
| FTAI AVIATION LTD | 0.57% | |
| MERCADOLIBRE INC | 0.55% | |
| BOEING CO/THE | 0.54% | |
| KLA CORP | 0.52% | |
| AMGEN INC | 0.50% | |
| ORACLE CORP | 0.50% | |
| CATERPILLAR INC | 0.50% | |
| INTEL CORP | 0.49% | |
| COSTCO WHOLESALE CORP | 0.49% | |
| ASML Holding NV | 0.46% | |
| INTUITIVE SURGICAL INC | 0.41% | |
| QUANTA SVCS INC | 0.38% | |
| BURLINGTON STORES INC | 0.38% | |
| PROGRESSIVE CORP OHIO | 0.38% | |
| SALESFORCE INC | 0.38% | |
| WELLTOWER INC | 0.37% | |
| EOG RESOURCES INC | 0.37% |
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