Instuitional Investor - Phoenix Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Phoenix Wealth Advisors |
| Portfolio Value | $238,785,010 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 462,090 | $23,418,703 | 9.81% | |
| 2. | Vanguard Tax-Managed Fds | 186,068 | $10,607,759 | 4.44% | |
| 3. | Ishares Tr | 268,743 | $10,419,166 | 4.36% | |
| 4. | MSFT | 19,510 | $9,704,497 | 4.06% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 182,646 | $9,300,337 | 3.89% |
Hedge Fund Resource Center 
