StockDriftsStockDriftsTop 50 Flywheel Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 12.33% | 100.7K | $21.7M | +1.15%(+1.14K) | $201.20(+13.76%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 10.92% | 34.9K | $19.2M | -14.66%(-6.00K) | $352.35(+118.99%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.08% | 156.6K | $14.2M | +3.23%(+4.90K) | $78.68(+21.29%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 7.45% | 60.2K | $13.1M | +1.05%(+626) | $199.22(+16.52%) | 2026-03-31 | |
| IEMG | ISHARES INC | 6.96% | 175.2K | $12.2M | +1.78%(+3.06K) | $56.96(+40.71%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.49% | 41.4K | $6.1M | -0.03%(-14) | $127.90(+22.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.39% | 92.8K | $5.9M | +14.28%(+11.59K) | $53.28(+29.47%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.19% | 29.2K | $5.6M | +0.69%(+200) | $187.88(+10.45%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.9% | 75.4K | $5.1M | -0.63%(-476) | $62.32(+17.58%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.36% | 6.3K | $4.1M | -1.26%(-81) | $588.14(+23.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.63% | +31.75% |
| Top 20 Holdings Unweighted | +6.98% | +22.43% |
Sign up free to track Flywheel Private Wealth Llc, compare funds side by side, and get alerts the moment positions change.