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
1026
$67.7K 0.02%
3,763
+1,398
1027
$67.5K 0.02%
1,717
+990
1028
$67.5K 0.02%
4,254
+3,850
1029
$67.4K 0.02%
6,932
+2,155
1030
$67.1K 0.02%
+1,656
1031
$67K 0.02%
9,507
+4,109
1032
$67K 0.02%
1,647
+519
1033
$66.7K 0.02%
1,137
+250
1034
$66.6K 0.02%
1,072
+271
1035
$66.3K 0.02%
+9,942
1036
$65.7K 0.02%
2,207
-3,543
1037
$65.6K 0.02%
25,507
+20,085
1038
$65.5K 0.02%
211
-421
1039
$65.5K 0.02%
+16,827
1040
$65.4K 0.02%
+17,629
1041
$65.4K 0.02%
1,171
-1,667
1042
$65.2K 0.02%
3,080
+1,427
1043
$65.2K 0.02%
1,569
-7,786
1044
$65K 0.02%
1,013
-63
1045
$65K 0.02%
1,392
+317
1046
$65K 0.02%
+2,890
1047
$64.9K 0.02%
7,278
-139
1048
$64.8K 0.02%
6,217
+3,844
1049
$64.6K 0.02%
+2,111
1050
$64.6K 0.02%
+4,190
40 41
42
43 44