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
551
$252K 0.04%
4,489
+1,024
552
$252K 0.04%
+1,942
553
$251K 0.04%
3,845
+1,222
554
$251K 0.04%
3,350
-269
555
$250K 0.04%
88,659
-131,063
556
$250K 0.04%
64,899
+58,871
557
$249K 0.04%
10,912
+4,855
558
$249K 0.04%
+1,140
559
$249K 0.04%
5,134
-2,129
560
$248K 0.04%
2,647
+1,053
561
$248K 0.04%
3,140
+1,346
562
$248K 0.04%
+3,709
563
$248K 0.04%
7,858
+3,407
564
$247K 0.04%
1,478
+487
565
$247K 0.04%
19,093
+12,583
566
$246K 0.04%
4,189
-676
567
$246K 0.04%
2,775
+1,711
568
$245K 0.04%
3,988
+1,346
569
$245K 0.04%
12,240
-4,524
570
$245K 0.03%
19,353
+3,242
571
$244K 0.03%
4,897
+3,600
572
$244K 0.03%
+7,503
573
$244K 0.03%
43,224
+6,160
574
$243K 0.03%
16,189
+13,219
575
$243K 0.03%
4,932
+3,645
21 22
23
24 25