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
276
$402K 0.06%
2,647
+197
277
$401K 0.06%
2,415
-538
278
$401K 0.06%
10,343
-448
279
$400K 0.06%
31,235
+17,611
280
$400K 0.06%
24,064
+3,550
281
$399K 0.06%
52,517
+45,682
282
$397K 0.06%
1,893
+232
283
$397K 0.06%
3,789
+2,232
284
$396K 0.06%
33,649
+28,598
285
$395K 0.06%
1,558
-370
286
$395K 0.06%
24,280
+7,354
287
$393K 0.06%
6,487
+717
288
$393K 0.06%
4,231
+795
289
$392K 0.06%
18,308
+15,929
290
$390K 0.06%
3,135
+1,536
291
$390K 0.06%
49,503
+32,497
292
$389K 0.06%
2,212
-841
293
$389K 0.06%
3,776
+1,770
294
$389K 0.06%
27,573
+19,500
295
$388K 0.06%
995
-259
296
$387K 0.06%
9,440
+6,812
297
$386K 0.06%
10,150
-158
298
$386K 0.06%
2,423
-1,300
299
$385K 0.05%
5,496
-2,365
300
$384K 0.05%
6,925
-1,597
10 11
12
13 14