Instuitional Investor - Phoenix Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Phoenix Wealth Advisors |
| Portfolio Value | $260,181,600 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 623,861 | $31,648,446 | 12.16% | |
| 2. | Vanguard Tax-Managed Fds | 208,355 | $12,484,647 | 4.8% | |
| 3. | Ishares Tr | 278,807 | $11,465,938 | 4.41% | |
| 4. | MSFT | 20,386 | $10,559,104 | 4.06% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 184,698 | $9,427,002 | 3.62% |
Hedge Fund Resource Center 
