Brandon Smith
@Flywheel Private Wealth Llc
Latest period2024 - Q4ReportedManaged Assets$108.784MTotal holdings82
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Flywheel Private Wealth Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 82 positions.
Assets under management
The assets under management (AUM) of Flywheel Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 108.784M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Brandon Smith, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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