Instuitional Investor - Flywheel Private Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Flywheel Private Wealth Llc |
| Portfolio Value | $202,916,833 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 102,806 | $24,325,971 | 11.99% | |
| 2. | PWR | 31,000 | $22,321,240 | 11% | |
| 3. | HYG | 168,943 | $16,316,558 | 8.04% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 64,484 | $15,669,110 | 7.72% | |
| 5. | Ishares Inc - CORE MSCI EMKT | 181,298 | $15,018,794 | 7.4% |