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
876
$155K 0.02%
15,930
+708
877
$155K 0.02%
54,104
-40,903
878
$155K 0.02%
4,867
+1,024
879
$155K 0.02%
1,567
+810
880
$155K 0.02%
2,153
+349
881
$154K 0.02%
2,308
+466
882
$154K 0.02%
13,949
-5,771
883
$154K 0.02%
+5,856
884
$153K 0.02%
34,338
+20,580
885
$153K 0.02%
42,944
-36,941
886
$153K 0.02%
10,854
-3,661
887
$152K 0.02%
3,638
+2,338
888
$152K 0.02%
14,542
+7,507
889
$152K 0.02%
22,339
+18,569
890
$152K 0.02%
3,130
+2,163
891
$151K 0.02%
28,738
+20,253
892
$151K 0.02%
8,893
+2,378
893
$151K 0.02%
8,200
-1,852
894
$150K 0.02%
20,024
-6,494
895
$150K 0.02%
10,850
-2,806
896
$150K 0.02%
17,911
-27,564
897
$149K 0.02%
2,093
+957
898
$149K 0.02%
13,520
-4,363
899
$148K 0.02%
4,858
-2,265
900
$148K 0.02%
13,349
+5,877
34 35
36
37 38