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
1051
$64.4K 0.02%
6,655
+1,452
1052
$64.2K 0.02%
6,082
-10,907
1053
$63.8K 0.02%
+1,497
1054
$63.6K 0.02%
+1,747
1055
$63.2K 0.02%
500
-73
1056
$63.1K 0.02%
+2,807
1057
$63K 0.02%
334
+184
1058
$63K 0.02%
+1,925
1059
$62.7K 0.02%
1,594
+755
1060
$61.9K 0.02%
+1,973
1061
$61.6K 0.02%
1,215
+196
1062
$61.5K 0.02%
3,333
+762
1063
$61.3K 0.02%
185
+25
1064
$61.1K 0.02%
440
-783
1065
$60.9K 0.02%
+4,308
1066
$60.9K 0.02%
3,113
+1,673
1067
$60.7K 0.02%
1,352
-98
1068
$60.6K 0.02%
4,648
-1,360
1069
$60.6K 0.02%
1,086
-1,773
1070
$60.5K 0.02%
2,139
-2,092
1071
$60.5K 0.02%
131
+36
1072
$60.2K 0.02%
919
+24
1073
$60.1K 0.02%
5,826
-6,135
1074
$60K 0.02%
680
+171
1075
$59.8K 0.02%
1,018
+256
41 42
43
44 45