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
$701M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.68M
3
+$1.7M
4
COMP icon
Compass
COMP
+$1.56M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.49M

Top Sells

1
+$6.21M
2
+$2.91M
3
+$2.6M
4
ATKR icon
Atkore
ATKR
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.1M

Sector Composition

1 Technology 14.27%
2 Industrials 12.82%
3 Consumer Discretionary 8.3%
4 Healthcare 6.78%
5 Financials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$455K 0.07%
7,231
+1,791
227
$455K 0.07%
7,840
-143
228
$454K 0.06%
66,225
+39,471
229
$454K 0.06%
25,088
+310
230
$452K 0.06%
1,307
+377
231
$450K 0.06%
1,359
+495
232
$450K 0.06%
55,022
+40,770
233
$449K 0.06%
15,394
-1,193
234
$448K 0.06%
27,899
+9,246
235
$445K 0.06%
2,643
-38
236
$443K 0.06%
897
-954
237
$440K 0.06%
44,062
+12,757
238
$437K 0.06%
2,922
-303
239
$436K 0.06%
60,901
+14,243
240
$436K 0.06%
36,864
+15,143
241
$435K 0.06%
5,179
+1,486
242
$435K 0.06%
2,430
+211
243
$433K 0.06%
5,038
-218
244
$432K 0.06%
2,691
+187
245
$432K 0.06%
7,896
-880
246
$432K 0.06%
10,289
+3,621
247
$431K 0.06%
19,602
+14,809
248
$431K 0.06%
63,504
+37,608
249
$431K 0.06%
5,525
-215
250
$431K 0.06%
+16,422
8 9
10
11 12