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
826
$104K 0.03%
4,114
-1,632
827
$104K 0.03%
3,308
+1,022
828
$104K 0.03%
7,765
+852
829
$104K 0.03%
2,772
+778
830
$103K 0.03%
2,799
+794
831
$103K 0.03%
11,013
-4,795
832
$103K 0.03%
+5,136
833
$103K 0.03%
+17,994
834
$102K 0.03%
+13,043
835
$102K 0.03%
1,097
+503
836
$102K 0.03%
+28,548
837
$102K 0.03%
299
+63
838
$102K 0.03%
727
+162
839
$102K 0.03%
5,580
+4,216
840
$102K 0.03%
+36,463
841
$102K 0.03%
3,162
+1,586
842
$102K 0.03%
+3,014
843
$101K 0.03%
26,159
+11,218
844
$101K 0.03%
2,157
-12
845
$101K 0.03%
+462
846
$101K 0.03%
+11,403
847
$101K 0.03%
6,934
-2,686
848
$100K 0.03%
29,612
+13,510
849
$100K 0.03%
+823
850
$99.7K 0.03%
3,434
-384
32 33
34
35 36