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
401
$193K 0.06%
21,930
+18,461
402
$193K 0.06%
2,541
+682
403
$192K 0.06%
4,881
-587
404
$192K 0.06%
+357
405
$192K 0.06%
19,505
-1,631
406
$192K 0.06%
20,032
+2,570
407
$192K 0.06%
1,043
+397
408
$191K 0.06%
+3,038
409
$191K 0.06%
1,941
+403
410
$191K 0.06%
3,279
-1,769
411
$190K 0.06%
4,738
-40
412
$190K 0.06%
25,057
+24,515
413
$190K 0.06%
5,648
+3,539
414
$189K 0.06%
16,300
+3,715
415
$189K 0.06%
+2,945
416
$188K 0.06%
2,338
+1,632
417
$187K 0.05%
1,687
+372
418
$187K 0.05%
26,312
+10,043
419
$186K 0.05%
3,783
+643
420
$186K 0.05%
4,401
+322
421
$185K 0.05%
1,875
-11
422
$185K 0.05%
8,390
-1,163
423
$185K 0.05%
740
-4
424
$185K 0.05%
13,767
+4,249
425
$185K 0.05%
1,335
+1,116
15 16
17
18 19