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
976
$75.5K 0.02%
+224
977
$75.4K 0.02%
698
+153
978
$75.4K 0.02%
+8,029
979
$75.3K 0.02%
2,445
+297
980
$75.1K 0.02%
4,397
+725
981
$75.1K 0.02%
1,436
+373
982
$74.9K 0.02%
1,722
+1,044
983
$74.8K 0.02%
4,459
+673
984
$74.6K 0.02%
688
-340
985
$74.5K 0.02%
+5,746
986
$74.5K 0.02%
1,821
+521
987
$73.9K 0.02%
+1,107
988
$73.7K 0.02%
850
-4,020
989
$73.3K 0.02%
2,042
+559
990
$72.8K 0.02%
+600
991
$72.5K 0.02%
+1,656
992
$72.5K 0.02%
6,721
+1,578
993
$72.4K 0.02%
520
+124
994
$72.2K 0.02%
3,559
-1,473
995
$72K 0.02%
2,734
-5,503
996
$72K 0.02%
1,212
-1,254
997
$71.7K 0.02%
+396
998
$71.4K 0.02%
2,579
-1,256
999
$71.1K 0.02%
7,783
+4,623
1000
$70.8K 0.02%
5,277
-8,538
38 39
40
41 42