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
926
$142K 0.02%
3,077
+376
927
$141K 0.02%
2,836
-1,193
928
$141K 0.02%
3,532
+787
929
$141K 0.02%
+6,603
930
$141K 0.02%
1,956
-88
931
$140K 0.02%
2,213
+1,040
932
$139K 0.02%
5,500
-13,738
933
$139K 0.02%
+18,111
934
$138K 0.02%
24,063
-8,134
935
$138K 0.02%
322
-8
936
$138K 0.02%
2,214
+1,010
937
$137K 0.02%
2,200
+176
938
$137K 0.02%
10,195
-7,386
939
$137K 0.02%
4,490
+1,501
940
$136K 0.02%
1,954
-150
941
$136K 0.02%
3,982
-8,379
942
$135K 0.02%
+2,090
943
$135K 0.02%
1,261
+109
944
$135K 0.02%
1,708
+204
945
$135K 0.02%
829
+382
946
$135K 0.02%
5,787
+530
947
$135K 0.02%
514
+144
948
$135K 0.02%
7,428
-12,054
949
$134K 0.02%
464
+43
950
$134K 0.02%
1,395
+55
36 37
38
39 40