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
1126
$54.3K 0.02%
+835
1127
$54.2K 0.02%
3,484
-1,054
1128
$54.2K 0.02%
908
+236
1129
$54.1K 0.02%
+39,219
1130
$54K 0.02%
3,548
+286
1131
$54K 0.02%
3,864
+999
1132
$53.9K 0.02%
+3,646
1133
$53.9K 0.02%
851
+312
1134
$53.9K 0.02%
206
+51
1135
$53.8K 0.02%
324
+108
1136
$53.8K 0.02%
6,092
+343
1137
$53.3K 0.02%
2,552
+713
1138
$53.3K 0.02%
6,702
-14,706
1139
$52.7K 0.02%
2,549
-372
1140
$52.5K 0.02%
14,219
-26,895
1141
$52.4K 0.02%
21
+5
1142
$52.2K 0.02%
178
-751
1143
$52.2K 0.02%
993
+207
1144
$51.8K 0.02%
1,152
+76
1145
$51.5K 0.02%
1,058
+266
1146
$51.5K 0.02%
4,995
-2,024
1147
$51.5K 0.02%
+2,085
1148
$51.4K 0.02%
1,885
+94
1149
$51.3K 0.02%
2,389
-1,119
1150
$51.3K 0.02%
2,089
+184
44 45
46
47 48