Instuitional Investor - Flywheel Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Flywheel Private Wealth Llc |
| Portfolio Value | $160,150,796 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 99,543 | $21,877,596 | 13.66% | |
| 2. | PWR | 40,914 | $17,268,163 | 10.78% | |
| 3. | VLUE | 151,715 | $13,572,450 | 8.47% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 59,615 | $12,625,773 | 7.88% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 172,145 | $11,571,575 | 7.23% |
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