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
801
$174K 0.02%
+17,270
802
$174K 0.02%
3,675
-215
803
$174K 0.02%
3,803
+261
804
$173K 0.02%
3,887
+2,198
805
$173K 0.02%
1,503
+127
806
$173K 0.02%
4,461
+3,488
807
$173K 0.02%
1,054
+279
808
$173K 0.02%
22,215
+1,329
809
$172K 0.02%
6,562
-209
810
$172K 0.02%
40,400
+34,073
811
$171K 0.02%
1,464
+1,154
812
$171K 0.02%
10,814
+5,065
813
$171K 0.02%
1,533
+123
814
$170K 0.02%
9,497
+8,167
815
$170K 0.02%
1,336
-831
816
$169K 0.02%
2,136
+902
817
$169K 0.02%
1,653
+49
818
$168K 0.02%
734
+340
819
$168K 0.02%
+3,455
820
$168K 0.02%
5,351
-2,818
821
$167K 0.02%
1,194
+100
822
$167K 0.02%
+2,159
823
$167K 0.02%
18,045
+2,576
824
$167K 0.02%
11,279
-1,817
825
$166K 0.02%
1,771
+144
31 32
33
34 35