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
626
$136K 0.04%
7,116
+3,082
627
$136K 0.04%
3,661
+2,258
628
$136K 0.04%
3,239
-1,697
629
$136K 0.04%
3,607
-1,481
630
$135K 0.04%
1,451
-303
631
$135K 0.04%
3,735
+418
632
$135K 0.04%
1,978
+114
633
$135K 0.04%
749
-954
634
$135K 0.04%
+1,298
635
$134K 0.04%
3,500
+456
636
$134K 0.04%
+4,297
637
$134K 0.04%
11,187
+1,577
638
$134K 0.04%
4,596
+1,508
639
$133K 0.04%
+7,081
640
$133K 0.04%
+10,133
641
$133K 0.04%
5,655
+4,446
642
$133K 0.04%
7,493
+1,740
643
$133K 0.04%
1,010
-462
644
$133K 0.04%
958
-62
645
$132K 0.04%
+22,024
646
$132K 0.04%
1,602
+1,592
647
$132K 0.04%
8,129
+3,717
648
$132K 0.04%
1,832
+1,328
649
$132K 0.04%
562
+506
650
$131K 0.04%
29,736
-5,874
24 25
26
27 28