Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
48%
OVERLAP
BY WEIGHT
30
# OF OVERLAPPING
HOLDINGS
PWB
49
HOLDINGS
61%
ALSO IN MTUM
MTUM
125
HOLDINGS
25%
ALSO IN PWB
SECTOR DRIFT (PWB minus MTUM)
OVERLAPPING HOLDINGS
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| Company | Weight in PWB |
Weight in MTUM |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 3.6% | 5.5% | 3.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 3.4% | 4.4% | 3.4% |
|
NVIDIA CORP | 3.3% | 4.5% | 3.3% |
|
MICROSOFT CORP | 3.3% | 4.5% | 3.3% |
|
META PLATFORMS INC | 3.0% | 4.9% | 3.0% |
PWB Overweight Relative to MTUM
|
MASTERCARD INCORPORATED CLASS A | 3.1% |
|
COSTCO WHOLESALE CORP | 3.1% |
|
AMAZON.COM INC | 3.0% |
|
INTUIT INC | 2.2% |
|
COINBASE GLOBAL, INC. CLASS A | 1.7% |
|
FORTINET INC | 1.5% |
|
VERTIV HOLDINGS CO. CLASS A | 1.5% |
|
MONSTER BEVERAGE CORPORATION | 1.5% |
|
VEEVA SYSTEMS INC-CLASS A | 1.4% |
|
CADENCE DESIGN SYS INC | 1.4% |
PWB Underweight Relative to MTUM
|
JPMORGAN CHASE & CO | -4.9% |
|
ORACLE CORP | -3.1% |
|
ALPHABET INC. CLASS C | -2.3% |
|
CATERPILLAR INC | -2.1% |
|
GE VERONA | -2.0% |
|
BROADCOM INC. | -1.9% |
|
META PLATFORMS INC | -1.9% |
|
INTL BUSINESS MACHINES CORP | -1.8% |
|
GOLDMAN SACHS GROUP INC | -1.8% |
|
WELLS FARGO & CO | -1.6% |