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
$701M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.68M
3
+$1.7M
4
COMP icon
Compass
COMP
+$1.56M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.49M

Top Sells

1
+$6.21M
2
+$2.91M
3
+$2.6M
4
ATKR icon
Atkore
ATKR
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.1M

Sector Composition

1 Technology 14.27%
2 Industrials 12.82%
3 Consumer Discretionary 8.3%
4 Healthcare 6.78%
5 Financials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$36K 0.01%
163
+161
1527
$35.9K 0.01%
1,856
+326
1528
$35.9K 0.01%
144
1529
$35.7K 0.01%
+5,497
1530
$35.6K 0.01%
16,712
+12,554
1531
$35.4K 0.01%
181
+175
1532
$35.1K 0.01%
+1,097
1533
$34.9K 0.01%
+261
1534
$34.8K 0.01%
156
-157
1535
$34.6K ﹤0.01%
157
-549
1536
$34.3K ﹤0.01%
65
-4
1537
$34.3K ﹤0.01%
+858
1538
$34K ﹤0.01%
1,224
+378
1539
$33.9K ﹤0.01%
+935
1540
$33.9K ﹤0.01%
514
+61
1541
$33.9K ﹤0.01%
+3,320
1542
$33.4K ﹤0.01%
810
+65
1543
$33.4K ﹤0.01%
214
-174
1544
$33.2K ﹤0.01%
+332
1545
$33.2K ﹤0.01%
+101
1546
$33.1K ﹤0.01%
448
+26
1547
$33.1K ﹤0.01%
345
-965
1548
$32.8K ﹤0.01%
+138
1549
$32.7K ﹤0.01%
+299
1550
$32.7K ﹤0.01%
+444
60 61
62
63 64