Instuitional Investor - Phoenix Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Phoenix Wealth Advisors |
| Portfolio Value | $259,981,365 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 646,548 | $32,708,865 | 12.58% | |
| 2. | Vanguard Tax-Managed Fds | 210,446 | $13,146,571 | 5.06% | |
| 3. | Ishares Tr | 286,092 | $11,867,096 | 4.56% | |
| 4. | MSFT | 20,263 | $9,799,360 | 3.77% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 186,898 | $9,520,562 | 3.66% |
Hedge Fund Resource Center 
