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
451
$179K 0.05%
6,108
+2,918
452
$179K 0.05%
3,818
+339
453
$178K 0.05%
1,323
+278
454
$178K 0.05%
2,624
-387
455
$178K 0.05%
9,307
-4,804
456
$177K 0.05%
+2,870
457
$177K 0.05%
13,896
-690
458
$177K 0.05%
3,808
+267
459
$177K 0.05%
4,750
+1,528
460
$177K 0.05%
+2,579
461
$176K 0.05%
6,967
+6,088
462
$176K 0.05%
7,148
-516
463
$176K 0.05%
14,433
+6,755
464
$176K 0.05%
1,272
+998
465
$176K 0.05%
6,006
+3,889
466
$176K 0.05%
7,305
-2,977
467
$175K 0.05%
42,014
+18,781
468
$175K 0.05%
5,776
-1,210
469
$175K 0.05%
4,646
+1,519
470
$175K 0.05%
+434
471
$174K 0.05%
881
+133
472
$174K 0.05%
3,829
+1,276
473
$173K 0.05%
4,121
+3,476
474
$173K 0.05%
2,908
-50
475
$173K 0.05%
2,072
+674
17 18
19
20 21