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
$203M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,127
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.44M
3
+$2.85M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
UNH icon
UnitedHealth
UNH
+$896K

Top Sells

1
+$1.08M
2
+$737K
3
+$706K
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$556K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$461K

Sector Composition

1 Technology 18.16%
2 Industrials 13.25%
3 Healthcare 12.02%
4 Consumer Discretionary 10.18%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$20K 0.01%
+1,461
1327
$20K 0.01%
+903
1328
$20K 0.01%
914
-309
1329
$20K 0.01%
570
+178
1330
$20K 0.01%
+1,656
1331
$20K 0.01%
468
+95
1332
$20K 0.01%
238
-134
1333
$20K 0.01%
681
-425
1334
$19K 0.01%
1,025
-496
1335
$19K 0.01%
+672
1336
$19K 0.01%
294
+33
1337
$19K 0.01%
955
+207
1338
$19K 0.01%
135
-109
1339
$19K 0.01%
2,378
-9,798
1340
$19K 0.01%
519
+117
1341
$19K 0.01%
2,202
+680
1342
$19K 0.01%
5,461
+1,162
1343
$19K 0.01%
465
+74
1344
$19K 0.01%
+1,022
1345
$19K 0.01%
133
+10
1346
$19K 0.01%
+735
1347
$19K 0.01%
+808
1348
$19K 0.01%
+793
1349
$19K 0.01%
128
-57
1350
$18K 0.01%
+1,241
52 53
54
55 56