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
851
$99.5K 0.03%
1,066
-371
852
$99.2K 0.03%
+3,138
853
$98.6K 0.03%
+8,986
854
$98.1K 0.03%
5,282
-3,049
855
$97.8K 0.03%
1,646
-254
856
$96.3K 0.03%
10,014
-7,037
857
$96.2K 0.03%
3,566
-4,827
858
$95.7K 0.03%
972
+78
859
$95.5K 0.03%
5,552
-3,676
860
$95.3K 0.03%
1,126
-695
861
$95.2K 0.03%
4,603
+363
862
$95.2K 0.03%
54,381
-15,134
863
$95K 0.03%
917
+187
864
$94.9K 0.03%
+15,788
865
$94.9K 0.03%
+34,494
866
$94.9K 0.03%
+5,353
867
$94.6K 0.03%
+1,758
868
$94.3K 0.03%
5,393
-4,278
869
$94K 0.03%
1,911
+1,171
870
$93.5K 0.03%
59,904
+26,972
871
$93.4K 0.03%
5,639
+4,200
872
$93.3K 0.03%
5,189
-619
873
$93.2K 0.03%
+478
874
$93K 0.03%
9,616
+574
875
$92.8K 0.03%
3,611
+1,600
33 34
35
36 37