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
451
$295K 0.04%
9,409
+4,008
452
$293K 0.04%
2,618
-338
453
$293K 0.04%
2,775
-659
454
$293K 0.04%
+7,361
455
$292K 0.04%
2,685
+1,592
456
$292K 0.04%
23,663
+19,435
457
$290K 0.04%
+40,484
458
$289K 0.04%
7,964
+1,397
459
$289K 0.04%
5,604
-1,114
460
$289K 0.04%
912
+66
461
$289K 0.04%
2,798
+162
462
$288K 0.04%
8,272
+2,328
463
$288K 0.04%
36,446
+31
464
$288K 0.04%
+1,329
465
$287K 0.04%
17,701
-220
466
$287K 0.04%
6,922
+3,132
467
$285K 0.04%
12,875
-1,904
468
$283K 0.04%
22,048
-232
469
$283K 0.04%
5,401
+1,589
470
$282K 0.04%
1,800
-1,040
471
$282K 0.04%
7,254
+4,601
472
$282K 0.04%
12,898
+3,225
473
$281K 0.04%
1,971
+844
474
$281K 0.04%
2,612
-432
475
$280K 0.04%
12,279
+948
17 18
19
20 21