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
1301
$29.9K 0.01%
+876
1302
$29.8K 0.01%
+2,138
1303
$29.7K 0.01%
2,949
-11,857
1304
$29.6K 0.01%
+648
1305
$29.6K 0.01%
5,397
-8,702
1306
$29.6K 0.01%
264
+39
1307
$29.6K 0.01%
564
+146
1308
$29.5K 0.01%
+2,918
1309
$29.4K 0.01%
2,336
-4,299
1310
$29.2K 0.01%
+633
1311
$29.2K 0.01%
+1,220
1312
$29.1K 0.01%
+6,631
1313
$29.1K 0.01%
+704
1314
$29K 0.01%
+1,287
1315
$29K 0.01%
5,130
+455
1316
$28.9K 0.01%
690
-1,150
1317
$28.8K 0.01%
+1,772
1318
$28.8K 0.01%
418
+79
1319
$28.8K 0.01%
+1,250
1320
$28.7K 0.01%
1,169
+260
1321
$28.6K 0.01%
309
-25
1322
$28.6K 0.01%
783
+277
1323
$28.6K 0.01%
+5,710
1324
$28.5K 0.01%
8,975
+5,727
1325
$28.4K 0.01%
+201
51 52
53
54 55