FPW
Flywheel Private Wealth Portfolio holdings
AUM
$125M
This Quarter Return
-0.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$922K
(+0.85%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
57.87%
Holding
87
New
5
Increased
16
Reduced
17
Closed
5
Top Buys
| 1 |
Quanta Services
PWR
|
+$1.19M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$584K |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$551K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$510K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$244K |
Top Sells
| 1 |
Vanguard Total World Stock ETF
VT
|
+$595K |
| 2 |
T Rowe Price
TROW
|
+$323K |
| 3 |
McDonald's
MCD
|
+$257K |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$212K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$210K |
Sector Composition
| 1 | Technology | 4.58% |
| 2 | Industrials | 3.19% |
| 3 | Financials | 2.76% |
| 4 | Healthcare | 2.3% |
| 5 | Consumer Staples | 1.89% |
