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
VIGVanguard Specialized Funds Recent Activity New Position	13.79%	$14.991M 76,551 shares@ $195.83 avg price	New Position
VBRVanguard Index Fds Recent Activity New Position	8.53%	$9.278M 46,815 shares@ $198.18 avg price	New Position
IEMGIshares Inc Recent Activity New Position	6.1%	$6.631M 126,984 shares@ $52.23 avg price	New Position
IEFAIshares Tr Recent Activity New Position	6.01%	$6.533M 92,951 shares@ $70.28 avg price	New Position
VYMVanguard Whitehall Fds Recent Activity New Position	5.04%	$5.481M 42,960 shares@ $127.59 avg price	New Position
IJHIshares Tr Recent Activity New Position	4.94%	$5.373M 86,236 shares@ $62.31 avg price	New Position
AVUVAmerican Centy Etf Tr Recent Activity New Position	3.72%	$4.044M 41,898 shares@ $96.53 avg price	New Position
IVVIshares Tr Recent Activity New Position	3.49%	$3.796M 6,449 shares@ $588.68 avg price	New Position
VEAVanguard Tax-managed Fds Recent Activity New Position	2.84%	$3.084M 64,493 shares@ $47.83 avg price	New Position
VOVanguard Index Fds Recent Activity New Position	2.79%	$3.025M 11,454 shares@ $264.12 avg price	New Position