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Home > Institutional Investor > Flywheel Private Wealth Llc > Profile

Instuitional Investor - Flywheel Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Flywheel Private Wealth Llc
Portfolio Value $201,900,170
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 102,200 $23,844,277 11.81%
2.
Quanta Services Inc.
 PWR 29,000 $18,632,790 9.23%
3.
Ishares Trust
 HYG 178,705 $17,312,983 8.58%
4.
Ishares Inc - CORE MSCI EMKT
 187,891 $15,249,218 7.55%
5.
Vanguard Index Fds
 64,470 $14,894,408 7.38%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.