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
1201
$41.8K 0.01%
+127
1202
$41.5K 0.01%
462
+118
1203
$41.3K 0.01%
953
+201
1204
$41.3K 0.01%
3,641
-12,878
1205
$41K 0.01%
1,454
+377
1206
$40.9K 0.01%
794
+199
1207
$40.9K 0.01%
625
-599
1208
$40.6K 0.01%
+180
1209
$40.4K 0.01%
+447
1210
$40.1K 0.01%
193
-1,569
1211
$39.9K 0.01%
+9
1212
$39.9K 0.01%
2,585
+822
1213
$39.9K 0.01%
1,165
+133
1214
$39.6K 0.01%
613
-5
1215
$39.6K 0.01%
1,536
+191
1216
$39.6K 0.01%
4,632
+2,328
1217
$39.4K 0.01%
312
-3,416
1218
$39.2K 0.01%
318
+63
1219
$39.1K 0.01%
199
-949
1220
$39K 0.01%
1,039
+214
1221
$38.9K 0.01%
+166
1222
$38.9K 0.01%
+3,502
1223
$38.7K 0.01%
1,525
-1,672
1224
$38.4K 0.01%
+211
1225
$38.4K 0.01%
789
+382
47 48
49
50 51