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
1101
$57.2K 0.02%
+1,579
1102
$57K 0.02%
+3,294
1103
$56.9K 0.02%
+2,572
1104
$56.8K 0.02%
1,667
-168
1105
$56.7K 0.02%
2,138
-2,392
1106
$56.7K 0.02%
746
+61
1107
$56.6K 0.02%
519
-1,060
1108
$56.5K 0.02%
46,717
-24,396
1109
$56.4K 0.02%
4,657
+1,504
1110
$56.3K 0.02%
1,043
-2,546
1111
$56.2K 0.02%
1,247
+652
1112
$55.8K 0.02%
1,150
+295
1113
$55.7K 0.02%
128
+24
1114
$55.6K 0.02%
980
-290
1115
$55.5K 0.02%
+1,663
1116
$55.5K 0.02%
15,115
-20,806
1117
$55.4K 0.02%
+2,132
1118
$55.3K 0.02%
16,278
-4,749
1119
$55.3K 0.02%
+3,349
1120
$55.2K 0.02%
1,786
-5,816
1121
$55K 0.02%
11,525
-2,422
1122
$54.6K 0.02%
3,084
+393
1123
$54.5K 0.02%
+4,104
1124
$54.5K 0.02%
8,943
-7,935
1125
$54.3K 0.02%
330
+65
43 44
45
46 47