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
1451
$14.9K ﹤0.01%
1,031
+359
1452
$14.7K ﹤0.01%
1,663
+859
1453
$14.7K ﹤0.01%
+3,743
1454
$14.6K ﹤0.01%
839
+67
1455
$13.8K ﹤0.01%
312
-4,835
1456
$13.7K ﹤0.01%
161
-1,172
1457
$13.6K ﹤0.01%
344
-1,325
1458
$13.5K ﹤0.01%
186
+48
1459
$13.4K ﹤0.01%
780
+256
1460
$13.3K ﹤0.01%
1,458
-2,250
1461
$13.3K ﹤0.01%
40
+12
1462
$13.3K ﹤0.01%
485
+310
1463
$13.2K ﹤0.01%
2,036
-8,281
1464
$13.2K ﹤0.01%
+515
1465
$13.2K ﹤0.01%
802
+476
1466
$13.2K ﹤0.01%
173
+34
1467
$13.1K ﹤0.01%
471
+28
1468
$12.8K ﹤0.01%
+368
1469
$12.1K ﹤0.01%
+1,443
1470
$12K ﹤0.01%
219
-424
1471
$12K ﹤0.01%
+24,401
1472
$11.8K ﹤0.01%
437
-258
1473
$11.1K ﹤0.01%
340
+110
1474
$10.9K ﹤0.01%
2,668
-5,018
1475
$10.7K ﹤0.01%
64
+6
57 58
59
60 61