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
826
$166K 0.02%
964
-395
827
$166K 0.02%
1,578
+832
828
$166K 0.02%
10,933
-7,083
829
$166K 0.02%
43,938
+31,365
830
$166K 0.02%
12,977
+9,560
831
$165K 0.02%
1,113
+472
832
$165K 0.02%
12,328
-5,996
833
$165K 0.02%
1,548
-608
834
$165K 0.02%
266
+130
835
$164K 0.02%
+5,683
836
$164K 0.02%
711
+204
837
$163K 0.02%
+75,311
838
$163K 0.02%
+8,266
839
$162K 0.02%
93,352
-28,910
840
$162K 0.02%
4,205
+818
841
$162K 0.02%
14,402
+933
842
$162K 0.02%
21,958
+17,711
843
$162K 0.02%
3,575
+1,550
844
$161K 0.02%
+9,999
845
$161K 0.02%
+18,597
846
$161K 0.02%
1,538
+1,118
847
$161K 0.02%
23,522
+16,815
848
$161K 0.02%
4,732
+1,400
849
$161K 0.02%
5,082
-1,399
850
$160K 0.02%
+605
32 33
34
35 36