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
426
$185K 0.05%
784
+342
427
$184K 0.05%
5,616
-3,181
428
$184K 0.05%
+21,128
429
$184K 0.05%
1,460
-421
430
$183K 0.05%
6,380
-507
431
$183K 0.05%
1,734
+777
432
$183K 0.05%
+4,962
433
$183K 0.05%
6,789
+5,852
434
$182K 0.05%
17,076
+5,434
435
$182K 0.05%
551
+69
436
$181K 0.05%
23,230
+16,644
437
$181K 0.05%
3,526
+2,099
438
$181K 0.05%
2,763
-3,347
439
$181K 0.05%
1,540
+711
440
$181K 0.05%
10,202
+2,514
441
$181K 0.05%
5,096
+4,986
442
$180K 0.05%
14,692
+4,786
443
$180K 0.05%
14,902
+12,262
444
$180K 0.05%
12,481
-9,803
445
$180K 0.05%
17,544
-11,087
446
$180K 0.05%
918
+325
447
$180K 0.05%
4,563
+1,870
448
$179K 0.05%
9,576
+3,398
449
$179K 0.05%
2,713
-851
450
$179K 0.05%
5,948
+22
16 17
18
19 20