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
901
$148K 0.02%
1,751
+1,084
902
$148K 0.02%
2,269
-613
903
$148K 0.02%
21,804
+9,331
904
$148K 0.02%
8,101
+1,309
905
$147K 0.02%
11,712
-2,455
906
$147K 0.02%
+103,332
907
$146K 0.02%
+6,477
908
$146K 0.02%
1,651
-912
909
$146K 0.02%
2,326
-1,381
910
$145K 0.02%
11,250
-3,079
911
$145K 0.02%
+31,417
912
$145K 0.02%
1,379
+614
913
$145K 0.02%
11,853
+2,885
914
$145K 0.02%
+1,057
915
$144K 0.02%
3,268
+139
916
$144K 0.02%
2,333
+2,014
917
$144K 0.02%
14,843
+11,116
918
$144K 0.02%
681
+569
919
$144K 0.02%
5,848
+4,481
920
$143K 0.02%
27,684
-20,960
921
$143K 0.02%
2,010
+960
922
$142K 0.02%
18,058
-541
923
$142K 0.02%
13,612
-24,768
924
$142K 0.02%
+3,342
925
$142K 0.02%
1,267
-1,604
35 36
37
38 39