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
476
$173K 0.05%
899
+113
477
$173K 0.05%
2,331
+2,326
478
$172K 0.05%
2,972
+2,342
479
$172K 0.05%
6,076
+5,799
480
$172K 0.05%
+2,027
481
$172K 0.05%
3,224
+1,131
482
$171K 0.05%
3,245
+152
483
$171K 0.05%
+1,192
484
$171K 0.05%
5,988
-35
485
$171K 0.05%
11,980
+2,721
486
$170K 0.05%
5,548
-2,732
487
$170K 0.05%
1,845
+1,055
488
$170K 0.05%
4,542
-1,711
489
$170K 0.05%
2,554
+407
490
$170K 0.05%
1,728
+440
491
$170K 0.05%
+8,550
492
$170K 0.05%
4,275
-3,155
493
$170K 0.05%
528
+82
494
$169K 0.05%
10,756
+769
495
$169K 0.05%
2,015
+735
496
$168K 0.05%
7,250
+3,193
497
$168K 0.05%
2,514
-3,259
498
$168K 0.05%
11,182
+3,770
499
$167K 0.05%
5,848
+1,653
500
$167K 0.05%
2,652
+67
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