Instuitional Investor - My Wealth Management Inc.
Fund Profile
Filing Period:
Fund Name: | My Wealth Management Inc. |
Portfolio Value | $104,365,714 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 299,420 | $15,246,466 | 14.61% | |
2. | Pacer Fds Tr | 233,575 | $11,856,257 | 11.36% | |
3. | Pacer Fds Tr | 131,087 | $9,355,710 | 8.96% | |
4. | Ishares Tr - ULTRA SHORT DUR | 183,200 | $9,290,072 | 8.9% | |
5. | IEF | 12,873 | $7,992,846 | 7.66% |