Instuitional Investor - Phoenix Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Phoenix Wealth Advisors |
| Portfolio Value | $296,553,589 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 994,969 | $50,315,604 | 16.97% | |
| 2. | Vanguard Tax-Managed Fds | 218,785 | $15,588,446 | 5.26% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 261,094 | $13,315,806 | 4.49% | |
| 4. | Ishares Tr | 278,022 | $12,035,572 | 4.06% | |
| 5. | Ishares Tr - US TREAS BD ETF | 473,607 | $10,788,758 | 3.64% |
Hedge Fund Resource Center 
