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
576
$146K 0.04%
12,091
-2,375
577
$146K 0.04%
10,898
-12,561
578
$146K 0.04%
11,789
+1,579
579
$145K 0.04%
1,012
-423
580
$145K 0.04%
19,462
+9,917
581
$145K 0.04%
9,683
+462
582
$145K 0.04%
+8,324
583
$144K 0.04%
+20,230
584
$144K 0.04%
4,643
+3,602
585
$144K 0.04%
4,395
-6,435
586
$144K 0.04%
3,611
-841
587
$144K 0.04%
1,506
+495
588
$144K 0.04%
5,789
-252
589
$143K 0.04%
1,840
+773
590
$143K 0.04%
650
+647
591
$143K 0.04%
1,638
-1,226
592
$143K 0.04%
4,024
+3,307
593
$142K 0.04%
+22,360
594
$142K 0.04%
+2,995
595
$142K 0.04%
11,844
+6,331
596
$142K 0.04%
+5,725
597
$142K 0.04%
6,296
+4,238
598
$142K 0.04%
45,356
+16,393
599
$141K 0.04%
9,313
-2,193
600
$141K 0.04%
489
+329
22 23
24
25 26