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
XLVSelect Sector Spdr Tr Recent Activity New Position	1.11%	$1.201M 8,733 shares@ $137.57 avg price	New Position
XLFSelect Sector Spdr Tr Recent Activity New Position	1.1%	$1.19M 24,618 shares@ $48.34 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.94%	$1.02M 17,227 shares@ $59.21 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	0.73%	$788,629 1,464 shares@ $538.69 avg price	New Position
VBVanguard Index Fds Recent Activity New Position	0.72%	$776,084 3,230 shares@ $240.28 avg price	New Position
IJRIshares Tr Recent Activity New Position	0.71%	$771,974 6,700 shares@ $115.22 avg price	New Position
DVYIshares Tr Recent Activity New Position	0.64%	$695,049 5,294 shares@ $131.29 avg price	New Position
APDAir Prods & Chems Inc Recent Activity New Position	0.63%	$680,144 2,345 shares@ $290.05 avg price	New Position
WMTWalmart Inc Recent Activity New Position	0.56%	$607,018 6,719 shares@ $90.35 avg price	New Position
VTVanguard Intl Equity Index F Recent Activity New Position	0.55%	$595,389 5,068 shares@ $117.49 avg price	New Position