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
1251
$34.8K 0.01%
4,614
+2,057
1252
$34.6K 0.01%
403
-1,123
1253
$34.1K 0.01%
1,501
-49
1254
$34.1K 0.01%
+3,727
1255
$34.1K 0.01%
292
-853
1256
$34.1K 0.01%
+104
1257
$34.1K 0.01%
479
+158
1258
$34.1K 0.01%
1,140
+285
1259
$34.1K 0.01%
997
-2,760
1260
$33.9K 0.01%
1,054
+44
1261
$33.6K 0.01%
1,447
+436
1262
$33.6K 0.01%
+7,004
1263
$33.5K 0.01%
1,515
-53
1264
$33.3K 0.01%
5,558
+2,780
1265
$32.8K 0.01%
+8,080
1266
$32.8K 0.01%
+1,019
1267
$32.8K 0.01%
+477
1268
$32.7K 0.01%
614
+159
1269
$32.7K 0.01%
7,031
+2,320
1270
$32.4K 0.01%
194
-677
1271
$32.4K 0.01%
2,074
+539
1272
$32.4K 0.01%
787
+204
1273
$32.1K 0.01%
1,030
-4,601
1274
$32K 0.01%
4,396
-7,902
1275
$31.7K 0.01%
1,217
+307
49 50
51
52 53