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
1076
$59.6K 0.02%
9,794
+4,130
1077
$59.6K 0.02%
196
+51
1078
$59.6K 0.02%
821
+505
1079
$59.5K 0.02%
1,918
+493
1080
$59.4K 0.02%
347
+183
1081
$59.4K 0.02%
2,063
+396
1082
$59.4K 0.02%
+5,014
1083
$59.3K 0.02%
479
-547
1084
$59.3K 0.02%
+564
1085
$59.1K 0.02%
246
+64
1086
$59K 0.02%
+955
1087
$59K 0.02%
1,843
-1,367
1088
$58.8K 0.02%
+796
1089
$58.7K 0.02%
+6,349
1090
$58.6K 0.02%
+4,074
1091
$58.5K 0.02%
633
+129
1092
$58.5K 0.02%
+1,692
1093
$58.4K 0.02%
29,642
+1,444
1094
$58.1K 0.02%
+5,173
1095
$58.1K 0.02%
+2,123
1096
$58K 0.02%
+2,175
1097
$57.7K 0.02%
1,979
+793
1098
$57.6K 0.02%
+1,387
1099
$57.6K 0.02%
3,261
-1,698
1100
$57.5K 0.02%
+11,045
42 43
44
45 46