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
1226
$38.2K 0.01%
203
-203
1227
$37.9K 0.01%
+905
1228
$37.8K 0.01%
372
-94
1229
$37.8K 0.01%
472
+119
1230
$37.7K 0.01%
2,508
-1,799
1231
$37.5K 0.01%
284
+71
1232
$36.9K 0.01%
81
-124
1233
$36.9K 0.01%
+193
1234
$36.9K 0.01%
2,027
+1,029
1235
$36.9K 0.01%
5,263
+1,787
1236
$36.7K 0.01%
963
+154
1237
$36.6K 0.01%
452
-328
1238
$36.5K 0.01%
2,464
-1,634
1239
$36.5K 0.01%
910
+204
1240
$36.4K 0.01%
203
-255
1241
$36.3K 0.01%
498
-3,354
1242
$36.2K 0.01%
1,638
+333
1243
$35.9K 0.01%
2,144
+305
1244
$35.5K 0.01%
+422
1245
$35.4K 0.01%
624
+259
1246
$35.1K 0.01%
197
+52
1247
$35K 0.01%
+4,263
1248
$35K 0.01%
434
-1,108
1249
$34.9K 0.01%
1,042
-2,903
1250
$34.9K 0.01%
+1,329
48 49
50
51 52