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
1626
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-2,814
1627
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-5,242
1628
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-239
1629
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-853
1630
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1631
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-2,582
1632
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-980
1633
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-7,021
1634
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-3,929
1635
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-455
1636
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-6,778
1637
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-782
1638
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-1,524
1639
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-979
1640
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-2,602
1641
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-8,852
1642
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-2,050
1643
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1644
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1645
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-7,017
1646
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-10,610
1647
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-5,251
1648
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-270
1649
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-3,620
1650
– –
-838
64 65
66
67 68