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
1401
$24.5K 0.01%
330
+6
1402
$24.2K 0.01%
279
+70
1403
$23.9K 0.01%
936
+535
1404
$23.4K 0.01%
1,578
-2,261
1405
$23.4K 0.01%
402
+128
1406
$23.4K 0.01%
1,304
+92
1407
$23.2K 0.01%
1,305
-129
1408
$22.7K 0.01%
511
+133
1409
$22.6K 0.01%
948
-3,491
1410
$22.6K 0.01%
234
-275
1411
$22.5K 0.01%
1,067
+281
1412
$22.4K 0.01%
567
-237
1413
$22.3K 0.01%
+3,789
1414
$22.2K 0.01%
119
+30
1415
$22K 0.01%
98
+19
1416
$22K 0.01%
268
+68
1417
$21.5K 0.01%
164
+41
1418
$21.4K 0.01%
501
+94
1419
$21.3K 0.01%
330
+38
1420
$21.3K 0.01%
529
-3,167
1421
$21.2K 0.01%
366
+74
1422
$20.9K 0.01%
807
-3,472
1423
$20.9K 0.01%
245
+60
1424
$20.9K 0.01%
+798
1425
$20.1K 0.01%
389
+184
55 56
57
58 59