SOW

State of Wyoming Portfolio holdings

AUM $877M
1-Year Est. Return 28.58%
This Quarter Est. Return
1 Year Est. Return
+28.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,856
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$870K
3
+$855K
4
UNH icon
UnitedHealth
UNH
+$526K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$511K

Top Sells

1
+$1.01M
2
+$764K
3
+$739K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$566K
5
PG icon
Procter & Gamble
PG
+$534K

Sector Composition

1 Technology 16.78%
2 Industrials 13.18%
3 Consumer Discretionary 10.49%
4 Healthcare 8.85%
5 Financials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$273K 0.08%
4,743
+3,748
227
$272K 0.08%
557
+114
228
$272K 0.08%
1,728
-494
229
$271K 0.08%
1,871
-15
230
$269K 0.08%
3,563
-448
231
$269K 0.08%
15,339
-3,720
232
$269K 0.08%
39,144
+8,003
233
$269K 0.08%
+70,111
234
$267K 0.08%
2,807
+487
235
$267K 0.08%
31,587
+13,329
236
$266K 0.08%
21,598
-11,220
237
$265K 0.08%
32,018
+21,129
238
$265K 0.08%
23,574
+20,866
239
$264K 0.08%
13,624
-2,460
240
$263K 0.08%
4,960
-1,121
241
$262K 0.08%
3,470
+866
242
$262K 0.08%
8,146
-1,626
243
$260K 0.08%
1,736
+1,085
244
$260K 0.08%
9,762
+2,435
245
$257K 0.08%
60,473
+2,975
246
$256K 0.07%
950
-447
247
$255K 0.07%
29,606
-8,418
248
$255K 0.07%
4,276
+1,264
249
$255K 0.07%
20,200
+8,347
250
$254K 0.07%
5,049
+784
8 9
10
11 12