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
901
$88.1K 0.03%
7,051
+31
902
$88.1K 0.03%
21,907
+15,341
903
$88K 0.03%
17,918
+10,598
904
$87.8K 0.03%
+2,355
905
$87.5K 0.03%
13,273
+8,522
906
$87.3K 0.03%
691
+193
907
$87.3K 0.03%
+7,065
908
$86.8K 0.03%
672
+193
909
$86.6K 0.03%
412
+104
910
$86K 0.03%
6,498
-457
911
$86K 0.03%
3,982
+1,440
912
$86K 0.03%
1,984
+1,222
913
$85.9K 0.03%
1,064
+846
914
$85.9K 0.03%
23,859
+16,435
915
$85.8K 0.03%
2,862
+108
916
$85.6K 0.03%
1,657
-2,091
917
$85.6K 0.03%
158
+39
918
$85.6K 0.03%
+4,318
919
$85.5K 0.03%
3,602
-1,370
920
$85.4K 0.03%
3,944
-6,707
921
$85.4K 0.02%
546
+68
922
$85.2K 0.02%
538
+179
923
$84.9K 0.02%
1,219
-695
924
$84.8K 0.02%
3,892
-3,528
925
$84.7K 0.02%
681
+288
35 36
37
38 39