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
926
$84.5K 0.02%
9,945
+7,518
927
$84.4K 0.02%
6,546
+4,700
928
$84.4K 0.02%
2,398
+648
929
$84.4K 0.02%
5,830
-3,476
930
$84.3K 0.02%
+6,242
931
$84.3K 0.02%
1,496
-1,254
932
$84.1K 0.02%
5,565
-10,371
933
$84K 0.02%
4,872
+1,100
934
$83K 0.02%
1,087
-1,093
935
$83K 0.02%
11,608
-7,841
936
$82.7K 0.02%
1,978
-1,070
937
$82.3K 0.02%
5,760
-2,704
938
$82.3K 0.02%
+4,360
939
$82K 0.02%
6,275
-4,506
940
$81.5K 0.02%
12,516
+1,646
941
$81.3K 0.02%
3,031
-1,830
942
$81.2K 0.02%
+3,301
943
$81.1K 0.02%
577
+100
944
$80.7K 0.02%
5,528
-16,673
945
$80.6K 0.02%
+777
946
$80.6K 0.02%
7,783
+3,208
947
$80.5K 0.02%
+438
948
$80.4K 0.02%
1,662
+464
949
$80.2K 0.02%
+1,157
950
$80.2K 0.02%
1,223
+248
36 37
38
39 40