FPW
Flywheel Private Wealth Portfolio holdings
AUM
$128M
1-Year Est. Return
16.14%
1 Year Est. Return
+16.14%
AUM
$125M
AUM Growth
+$14.9M
(+14%)
Holding
88
Top Buys
| 1 | +$7.68M | |
| 2 | +$1.24M | |
| 3 | +$635K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$635K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$533K |
Top Sells
| 1 | +$1.05M | |
| 2 | +$454K | |
| 3 | +$394K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$311K |
| 5 |
UnitedHealth
UNH
|
+$297K |
Sector Composition
| 1 | Industrials | 9.37% |
| 2 | Technology | 4.67% |
| 3 | Financials | 2.48% |
| 4 | Healthcare | 1.74% |
| 5 | Consumer Staples | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
IBM
IBM
$263B
| $223K | 0.18% |
+755
|
|
||
77
Gilead Sciences
GILD
$154B
| $220K | 0.18% |
1,980
|
|
||
78
Abbott
ABT
$222B
| $219K | 0.18% |
1,610
|
|
||
79
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $210K | 0.17% |
6,855
-4,620
|
|
||
80
Stryker
SYK
$145B
| $208K | 0.17% |
+525
|
|
||
81
Mondelez International
MDLZ
$79.9B
| $205K | 0.16% |
3,039
|
|
||
82
Comcast
CMCSA
$108B
| $202K | 0.16% |
5,654
|
|
||
83
T. Rowe Price
TROW
$22.9B
| $200K | 0.16% |
+2,077
|
|
||
84
ASML
ASML
$398B
| $200K | 0.16% |
+250
|
|
||
85
Warner Bros
WBD
$52.6B
| $115K | 0.09% |
10,000
|
|
||
86
Union Pacific
UNP
$134B
| – | – |
-1,093
|
|
||
|
87
UnitedHealth
UNH
$326B
| – | – |
-567
|
|
||
88
Medtronic
MDT
$123B
| – | – |
-2,335
|
|