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
$701M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.68M
3
+$1.7M
4
COMP icon
Compass
COMP
+$1.56M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.49M

Top Sells

1
+$6.21M
2
+$2.91M
3
+$2.6M
4
ATKR icon
Atkore
ATKR
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.1M

Sector Composition

1 Technology 14.27%
2 Industrials 12.82%
3 Consumer Discretionary 8.3%
4 Healthcare 6.78%
5 Financials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$89.5K 0.01%
6,530
+3,894
1227
$89.4K 0.01%
397
+104
1228
$89K 0.01%
+1,443
1229
$88.6K 0.01%
2,267
+87
1230
$88.5K 0.01%
+49,194
1231
$88K 0.01%
2,829
-7,552
1232
$87.9K 0.01%
321
-46
1233
$86.9K 0.01%
+3,510
1234
$86.4K 0.01%
+8,185
1235
$86.4K 0.01%
5,399
-1,884
1236
$86.3K 0.01%
837
+72
1237
$86K 0.01%
+3,003
1238
$85.9K 0.01%
358
+3
1239
$85.8K 0.01%
3,764
+324
1240
$85.5K 0.01%
5,173
+2,101
1241
$85.4K 0.01%
984
-703
1242
$85K 0.01%
2,510
-629
1243
$85K 0.01%
12,298
-2,400
1244
$84.8K 0.01%
819
+99
1245
$84.7K 0.01%
1,944
-7,809
1246
$84.7K 0.01%
2,407
+2,350
1247
$84.5K 0.01%
515
-901
1248
$84.4K 0.01%
4,540
+391
1249
$84.2K 0.01%
10,323
-6,336
1250
$84K 0.01%
9,308
+804
48 49
50
51 52