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
276
$240K 0.07%
15,585
+14,002
277
$240K 0.07%
41,717
+28,707
278
$240K 0.07%
18,588
+7,944
279
$238K 0.07%
43,015
+12,456
280
$238K 0.07%
3,512
+1,202
281
$238K 0.07%
10,641
-12,142
282
$238K 0.07%
17,176
+5,339
283
$237K 0.07%
3,264
+2,380
284
$236K 0.07%
716
+469
285
$235K 0.07%
3,232
+1,652
286
$234K 0.07%
1,887
+247
287
$233K 0.07%
46,556
+26,623
288
$233K 0.07%
4,985
+1,641
289
$232K 0.07%
168
+161
290
$232K 0.07%
+507
291
$232K 0.07%
20,156
+1,744
292
$232K 0.07%
7,099
-1,372
293
$232K 0.07%
7,850
-478
294
$231K 0.07%
1,255
+230
295
$230K 0.07%
2,106
+1,945
296
$230K 0.07%
2,667
+991
297
$230K 0.07%
2,222
+1,603
298
$230K 0.07%
8,765
-660
299
$230K 0.07%
4,484
+3,175
300
$230K 0.07%
+6,813
10 11
12
13 14