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
551
$152K 0.04%
5,959
-275
552
$152K 0.04%
11,239
+8,567
553
$152K 0.04%
1,978
+444
554
$151K 0.04%
1,581
-1,314
555
$151K 0.04%
2,222
-1,142
556
$151K 0.04%
+8,880
557
$151K 0.04%
+13,326
558
$151K 0.04%
9,282
-3,682
559
$150K 0.04%
33,913
-20,951
560
$149K 0.04%
5,399
+991
561
$149K 0.04%
1,267
-226
562
$148K 0.04%
2,900
+517
563
$148K 0.04%
3,673
+796
564
$148K 0.04%
+5,323
565
$148K 0.04%
69,640
+56,857
566
$148K 0.04%
4,805
-107
567
$148K 0.04%
2,260
-2,221
568
$147K 0.04%
2,199
+1,049
569
$147K 0.04%
900
+169
570
$147K 0.04%
2,555
-1,477
571
$147K 0.04%
10,303
-3,165
572
$147K 0.04%
7,439
-8,603
573
$146K 0.04%
11,434
+2,102
574
$146K 0.04%
1,985
+513
575
$146K 0.04%
1,306
+679
21 22
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