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
1351
$27.3K 0.01%
604
+157
1352
$27.3K 0.01%
822
-664
1353
$27.3K 0.01%
+4,028
1354
$27.3K 0.01%
+361
1355
$27.3K 0.01%
387
-1,248
1356
$27.2K 0.01%
+855
1357
$27.1K 0.01%
+2,838
1358
$27.1K 0.01%
+449
1359
$27K 0.01%
1,062
+278
1360
$26.9K 0.01%
1,196
-1,670
1361
$26.8K 0.01%
3,538
-4,798
1362
$26.6K 0.01%
+1,747
1363
$26.6K 0.01%
175
+55
1364
$26.6K 0.01%
+3,272
1365
$26.5K 0.01%
206
+42
1366
$26.4K 0.01%
+245
1367
$26.4K 0.01%
1,535
+407
1368
$26.4K 0.01%
4,471
-4,882
1369
$26.3K 0.01%
2,013
-6,879
1370
$26.2K 0.01%
557
+163
1371
$26.2K 0.01%
1,117
-4,657
1372
$26.2K 0.01%
2,013
-318
1373
$26.2K 0.01%
+2,984
1374
$26.1K 0.01%
18,029
-4,758
1375
$26.1K 0.01%
+1,684
53 54
55
56 57