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
251
$253K 0.07%
13,282
+3,324
252
$253K 0.07%
4,191
+1,365
253
$252K 0.07%
2,313
-889
254
$251K 0.07%
31,264
+22,949
255
$251K 0.07%
735
+448
256
$250K 0.07%
2,455
-1,319
257
$250K 0.07%
5,177
+1,558
258
$250K 0.07%
2,792
-619
259
$250K 0.07%
+2,262
260
$249K 0.07%
+13,455
261
$249K 0.07%
34,902
+3,464
262
$249K 0.07%
38,481
+32,543
263
$248K 0.07%
803
-372
264
$248K 0.07%
5,468
-93
265
$245K 0.07%
5,223
-21
266
$245K 0.07%
3,835
-4,109
267
$244K 0.07%
2,188
+73
268
$244K 0.07%
2,008
-206
269
$243K 0.07%
29,897
-1,929
270
$243K 0.07%
+12,926
271
$243K 0.07%
583
+109
272
$242K 0.07%
10,280
+4,019
273
$242K 0.07%
4,683
+652
274
$241K 0.07%
2,028
-63
275
$241K 0.07%
2,947
-1,162
9 10
11
12 13