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
876
$92.7K 0.03%
+9,899
877
$92.5K 0.03%
2,005
-1,135
878
$92.5K 0.03%
1,656
+1,000
879
$92.3K 0.03%
2,290
+758
880
$92.3K 0.03%
24,803
+18,584
881
$92.2K 0.03%
480
-1,878
882
$92K 0.03%
7,934
+5,351
883
$92K 0.03%
10,079
+4,103
884
$91.5K 0.03%
1,626
+330
885
$91.4K 0.03%
21,363
+16,904
886
$91.4K 0.03%
1,814
+1,178
887
$90.8K 0.03%
+10,656
888
$90.7K 0.03%
542
+110
889
$90.6K 0.03%
5,861
+3,907
890
$90K 0.03%
9,283
-5,637
891
$89.8K 0.03%
3,590
-900
892
$89.7K 0.03%
+16,016
893
$89.2K 0.03%
299
+297
894
$89.2K 0.03%
+6,451
895
$89.1K 0.03%
16,662
+84
896
$89.1K 0.03%
+31,836
897
$89.1K 0.03%
7,772
+4,725
898
$89K 0.03%
7,758
+5,317
899
$88.7K 0.03%
3,707
-786
900
$88.4K 0.03%
11,072
+4,302
34 35
36
37 38