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
1001
$70.8K 0.02%
1,253
-3,640
1002
$70.8K 0.02%
4,649
+931
1003
$70.7K 0.02%
5,247
+1,669
1004
$70.6K 0.02%
717
-207
1005
$70.1K 0.02%
516
-69
1006
$69.7K 0.02%
884
+180
1007
$69.5K 0.02%
+2,986
1008
$69.4K 0.02%
1,466
+532
1009
$69.3K 0.02%
1,150
-4,835
1010
$69.1K 0.02%
2,249
-215
1011
$69K 0.02%
2,033
+25
1012
$69K 0.02%
10,277
+6,800
1013
$68.8K 0.02%
1,859
-1,852
1014
$68.6K 0.02%
+1,924
1015
$68.4K 0.02%
1,164
-16
1016
$68.4K 0.02%
4,784
-5,146
1017
$68.4K 0.02%
27,788
+5,883
1018
$68.4K 0.02%
2,628
+1,025
1019
$68.3K 0.02%
1,518
-1,322
1020
$68.3K 0.02%
2,266
-579
1021
$68.1K 0.02%
148
-448
1022
$68.1K 0.02%
616
-382
1023
$68K 0.02%
5,759
-4,320
1024
$67.8K 0.02%
2,251
-4,542
1025
$67.7K 0.02%
327
-319
39 40
41
42 43