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
$199M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,150
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$360K
3
+$318K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
LOW icon
Lowe's Companies
LOW
+$313K

Top Sells

1
+$387K
2
+$356K
3
+$349K
4
INTC icon
Intel
INTC
+$342K
5
ADBE icon
Adobe
ADBE
+$325K

Sector Composition

1 Technology 22.91%
2 Healthcare 14.59%
3 Consumer Discretionary 12.67%
4 Financials 11.72%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1
2027
– –
-1,465
2028
– –
-5,698
2029
– –
-94
2030
– –
-58
2031
– –
-1,177
2032
– –
-36
2033
– –
-267
2034
– –
-693
2035
– –
-1,218
2036
– –
-812
2037
– –
-4,349
2038
– –
-372
2039
– –
-4
2040
$0 ﹤0.01%
1
2041
– –
-28
2042
– –
-840
2043
– –
-580
2044
– –
-631
2045
– –
-631
2046
– –
-975
2047
– –
-700
2048
– –
-182
2049
– –
-850
2050
– –
-185
80 81
82
83 84