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
1626
$5.74K ﹤0.01%
+279
1627
$5.28K ﹤0.01%
266
+69
1628
$5.19K ﹤0.01%
5
+2
1629
$4.85K ﹤0.01%
232
-251
1630
$4.5K ﹤0.01%
+1,609
1631
$3.74K ﹤0.01%
+59
1632
$3.65K ﹤0.01%
+801
1633
$3.63K ﹤0.01%
+527
1634
$3.45K ﹤0.01%
+219
1635
$3.38K ﹤0.01%
144
-3,729
1636
$3.35K ﹤0.01%
50
-716
1637
$3.24K ﹤0.01%
148
-4
1638
$3.06K ﹤0.01%
12
-402
1639
$2.91K ﹤0.01%
367
-1,150
1640
$2.63K ﹤0.01%
129
-159
1641
$2.53K ﹤0.01%
56
-3,605
1642
$2.38K ﹤0.01%
95
1643
$2.33K ﹤0.01%
6
-78
1644
$2.3K ﹤0.01%
30
1645
$2.29K ﹤0.01%
+18
1646
$2.14K ﹤0.01%
136
+17
1647
$1.98K ﹤0.01%
10
-926
1648
$1.88K ﹤0.01%
9
+1
1649
$1.87K ﹤0.01%
11
+2
1650
$1.83K ﹤0.01%
61
-1
64 65
66
67 68