Instuitional Investor - Phoenix Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Phoenix Wealth Advisors |
| Portfolio Value | $253,173,621 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 646,844 | $32,736,800 | 12.93% | |
| 2. | Vanguard Tax-Managed Fds | 210,378 | $13,481,015 | 5.32% | |
| 3. | Ishares Tr | 262,181 | $10,956,544 | 4.33% | |
| 4. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 204,966 | $10,449,146 | 4.13% | |
| 5. | Ishares Tr - US TREAS BD ETF | 439,524 | $10,069,502 | 3.98% |
Hedge Fund Resource Center 
