FPW
Flywheel Private Wealth Portfolio holdings
AUM
$125M
This Quarter Return
-1.41%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.21%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$15M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$9.28M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.63M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$6.53M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$5.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Financials | 2.97% |
| 3 | Industrials | 2.15% |
| 4 | Consumer Staples | 1.72% |
| 5 | Healthcare | 1.5% |
