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
701
$203K 0.03%
1,248
+755
702
$203K 0.03%
2,735
+1,767
703
$203K 0.03%
+2,464
704
$203K 0.03%
3,972
+516
705
$201K 0.03%
25,153
+2,676
706
$201K 0.03%
10,859
-472
707
$201K 0.03%
10,820
+8,623
708
$200K 0.03%
32,693
+13,427
709
$200K 0.03%
1,132
-963
710
$199K 0.03%
17,236
+4,730
711
$199K 0.03%
867
-268
712
$198K 0.03%
3,043
-204
713
$198K 0.03%
+28,335
714
$198K 0.03%
10,723
+3,796
715
$198K 0.03%
1,812
+150
716
$198K 0.03%
+4,827
717
$198K 0.03%
16,599
+1,523
718
$198K 0.03%
632
+608
719
$198K 0.03%
1,094
+1,070
720
$197K 0.03%
1,308
+277
721
$197K 0.03%
+47,109
722
$197K 0.03%
3,211
-48
723
$197K 0.03%
327
+71
724
$196K 0.03%
914
-50
725
$196K 0.03%
837
-311
27 28
29
30 31