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
376
$205K 0.06%
8,354
+5,803
377
$203K 0.06%
+673
378
$202K 0.06%
540
+77
379
$201K 0.06%
11,075
+8,972
380
$201K 0.06%
14,421
-5,919
381
$201K 0.06%
3,317
+1,265
382
$201K 0.06%
11,380
-3,494
383
$200K 0.06%
+2,956
384
$200K 0.06%
2,931
+1,278
385
$200K 0.06%
21,893
+2,449
386
$200K 0.06%
7,723
+591
387
$200K 0.06%
26,645
-1,511
388
$199K 0.06%
+812
389
$199K 0.06%
4,647
-3,119
390
$199K 0.06%
7,451
+6,923
391
$199K 0.06%
1,654
-2,033
392
$198K 0.06%
11,665
+4,228
393
$198K 0.06%
+2,675
394
$197K 0.06%
1,774
-275
395
$197K 0.06%
6,418
+636
396
$196K 0.06%
8,916
+1,472
397
$196K 0.06%
1,746
+459
398
$195K 0.06%
+15,389
399
$195K 0.06%
46,120
-14,570
400
$193K 0.06%
+15,160
14 15
16
17 18