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
701
$122K 0.04%
21,239
+8,448
702
$122K 0.04%
+3,857
703
$122K 0.04%
1,606
+448
704
$122K 0.04%
3,374
-2,109
705
$122K 0.04%
+868
706
$122K 0.04%
+536
707
$121K 0.04%
+1,142
708
$121K 0.04%
1,270
-575
709
$121K 0.04%
470
+81
710
$121K 0.04%
560
-341
711
$120K 0.04%
974
+183
712
$120K 0.04%
611
+473
713
$120K 0.04%
1,653
+527
714
$120K 0.04%
+841
715
$120K 0.03%
+4,502
716
$119K 0.03%
+21,998
717
$119K 0.03%
648
-280
718
$119K 0.03%
+801
719
$119K 0.03%
4,756
-2,156
720
$118K 0.03%
21,445
-24,810
721
$118K 0.03%
2,000
+756
722
$118K 0.03%
17,518
+9,332
723
$118K 0.03%
2,010
-45
724
$118K 0.03%
1,273
+729
725
$118K 0.03%
541
+231
27 28
29
30 31