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
1426
$20.1K 0.01%
17
+2
1427
$19.5K 0.01%
2,245
+567
1428
$18.4K 0.01%
508
+129
1429
$18.1K 0.01%
293
+73
1430
$17.9K 0.01%
155
+39
1431
$17.6K 0.01%
1,851
+780
1432
$17.3K 0.01%
665
-10,640
1433
$17.2K 0.01%
187
+25
1434
$17.2K 0.01%
429
+108
1435
$17.1K 0.01%
102
-426
1436
$16.9K ﹤0.01%
1,151
+282
1437
$16.7K ﹤0.01%
536
-44
1438
$16.5K ﹤0.01%
171
+43
1439
$16.1K ﹤0.01%
340
+86
1440
$16K ﹤0.01%
1,080
+347
1441
$15.8K ﹤0.01%
302
+75
1442
$15.7K ﹤0.01%
2,230
+988
1443
$15.6K ﹤0.01%
+268
1444
$15.6K ﹤0.01%
+2,308
1445
$15.5K ﹤0.01%
119
+29
1446
$15.5K ﹤0.01%
+787
1447
$15.4K ﹤0.01%
1,396
-27,965
1448
$15.3K ﹤0.01%
676
-4,662
1449
$15.1K ﹤0.01%
264
-2,199
1450
$14.9K ﹤0.01%
551
-543
56 57
58
59 60