Brandon Smith

@Flywheel Private Wealth Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$108.784M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWDIshares Tr Recent Activity New Position	2.59%	$2.811M 15,182 shares@ $185.14 avg price	New Position
IWFIshares Tr Recent Activity New Position	2.55%	$2.766M 6,887 shares@ $401.56 avg price	New Position
QUALIshares Tr Recent Activity New Position	2.32%	$2.518M 14,140 shares@ $178.08 avg price	New Position
AAPLApple Inc Recent Activity New Position	2.2%	$2.388M 9,535 shares@ $250.43 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	2.09%	$2.273M 7,842 shares@ $289.82 avg price	New Position
VWOVanguard Intl Equity Index F Recent Activity New Position	1.54%	$1.671M 37,934 shares@ $44.05 avg price	New Position
IAUIshares Gold Tr Recent Activity New Position	1.46%	$1.581M 31,942 shares@ $49.52 avg price	New Position
XLKSelect Sector Spdr Tr Recent Activity New Position	1.36%	$1.472M 6,331 shares@ $232.53 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	1.31%	$1.418M 3,365 shares@ $421.53 avg price	New Position
VTVVanguard Index Fds Recent Activity New Position	1.31%	$1.417M 8,369 shares@ $169.31 avg price	New Position