Instuitional Investor - Phoenix Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Phoenix Wealth Advisors
Portfolio Value $143,569,561
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
69,811 $7,230,325 5.03%
2. MSFT 17,865 $6,625,593 4.61%
3.
Amplify Etf Tr
178,816 $6,553,606 4.56%
4. IEF 63,524 $6,508,641 4.53%
5. AAPL 31,859 $5,914,305 4.11%