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
501
$167K 0.05%
10,100
+3,212
502
$166K 0.05%
4,409
-2,056
503
$166K 0.05%
16,140
+598
504
$166K 0.05%
3,344
+76
505
$166K 0.05%
2,734
+1,088
506
$166K 0.05%
+9,268
507
$166K 0.05%
7,305
+5,818
508
$164K 0.05%
2,767
-82
509
$164K 0.05%
10,002
+8,447
510
$164K 0.05%
13,398
-7,674
511
$164K 0.05%
13,049
+8,404
512
$164K 0.05%
8,080
-3
513
$164K 0.05%
+2,070
514
$163K 0.05%
+6,082
515
$162K 0.05%
3,704
+467
516
$162K 0.05%
4,827
+642
517
$160K 0.05%
+20,148
518
$160K 0.05%
7,314
-3,158
519
$160K 0.05%
375
-403
520
$160K 0.05%
22,587
+6,660
521
$160K 0.05%
10,798
-784
522
$159K 0.05%
20,266
+663
523
$159K 0.05%
4,906
-5,393
524
$159K 0.05%
33,392
-26,113
525
$159K 0.05%
1,927
-1,892
19 20
21
22 23