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
1376
$26K 0.01%
3,242
-3,165
1377
$26K 0.01%
774
+192
1378
$25.9K 0.01%
+1,767
1379
$25.8K 0.01%
738
-3,639
1380
$25.8K 0.01%
1,444
+160
1381
$25.7K 0.01%
+1,664
1382
$25.6K 0.01%
1,595
-4,003
1383
$25.6K 0.01%
1,405
+185
1384
$25.6K 0.01%
2,724
-3,723
1385
$25.6K 0.01%
483
-43
1386
$25.6K 0.01%
1,791
+372
1387
$25.5K 0.01%
616
+9
1388
$25.4K 0.01%
676
+256
1389
$25.3K 0.01%
+4,671
1390
$25.2K 0.01%
733
-832
1391
$25.2K 0.01%
4,984
-28,183
1392
$25.2K 0.01%
+1,060
1393
$25.1K 0.01%
527
-1,367
1394
$25.1K 0.01%
645
-57
1395
$25K 0.01%
722
+149
1396
$24.8K 0.01%
+4,421
1397
$24.6K 0.01%
424
-773
1398
$24.6K 0.01%
3,801
-1,875
1399
$24.5K 0.01%
785
+236
1400
$24.5K 0.01%
371
+93
54 55
56
57 58