FPW
Flywheel Private Wealth Portfolio holdings
AUM
$128M
1-Year Est. Return
16.14%
1 Year Est. Return
+16.14%
AUM
$128M
AUM Growth
+$3.41M
(+2.7%)
Holding
88
Top Buys
| 1 | +$1.17M | |
| 2 | +$1.11M | |
| 3 | +$1.11M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$954K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$821K |
Top Sells
| 1 | +$9.45M | |
| 2 | +$334K | |
| 3 | +$244K | |
| 4 |
Stryker
SYK
|
+$208K |
| 5 |
Mondelez International
MDLZ
|
+$205K |
Sector Composition
| 1 | Technology | 4.89% |
| 2 | Financials | 2.3% |
| 3 | Industrials | 1.82% |
| 4 | Healthcare | 1.65% |
| 5 | Consumer Staples | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Gilead Sciences
GILD
$149B
| $220K | 0.17% |
1,980
|
|
||
77
Abbott
ABT
$218B
| $216K | 0.17% |
1,610
|
|
||
78
iShares Preferred and Income Securities ETF
PFF
$14.3B
| $216K | 0.17% |
6,820
-35
|
|
||
79
S&P Global
SPGI
$152B
| $214K | 0.17% |
440
|
|
||
80
IBM
IBM
$289B
| $213K | 0.17% |
755
|
|
||
81
Warner Bros
WBD
$74.3B
| $195K | 0.15% |
10,000
|
|
||
82
Comcast
CMCSA
$99.2B
| – | – |
-5,654
|
|
||
|
83
Mondelez International
MDLZ
$69.7B
| – | – |
-3,039
|
|
||
84
PepsiCo
PEP
$206B
| – | – |
-1,850
|
|
||
85
Quanta Services
PWR
$65.3B
| – | – |
-24,995
|
|
||
|
86
Stryker
SYK
$135B
| – | – |
-525
|
|
||
87
T. Rowe Price
TROW
$22.9B
| – | – |
-2,077
|
|
||
88
Texas Instruments
TXN
$163B
| – | – |
-1,607
|
|