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
1476
$10.1K ﹤0.01%
334
-1,255
1477
$9.79K ﹤0.01%
100
1478
$9.72K ﹤0.01%
835
-5,456
1479
$9.67K ﹤0.01%
+337
1480
$9.41K ﹤0.01%
814
+166
1481
$8.64K ﹤0.01%
+2,550
1482
$8.08K ﹤0.01%
+802
1483
$7.43K ﹤0.01%
344
+109
1484
$7.22K ﹤0.01%
526
+129
1485
$6.08K ﹤0.01%
328
-511
1486
$5.96K ﹤0.01%
335
+139
1487
$5.74K ﹤0.01%
648
+59
1488
$5.4K ﹤0.01%
+406
1489
$5.34K ﹤0.01%
+403
1490
$5.17K ﹤0.01%
141
-20,824
1491
$4.95K ﹤0.01%
14
+3
1492
$4.86K ﹤0.01%
110
-3,010
1493
$4.83K ﹤0.01%
465
+95
1494
$3.95K ﹤0.01%
59
+17
1495
$3.87K ﹤0.01%
330
+245
1496
$3.54K ﹤0.01%
+107
1497
$3.13K ﹤0.01%
+170
1498
$3.1K ﹤0.01%
172
-44
1499
$2.66K ﹤0.01%
5
+2
1500
$2.65K ﹤0.01%
108
-7,398
58 59
60
61 62