Instuitional Investor - Phoenix Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Phoenix Wealth Advisors
Portfolio Value $128,568,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. MSFT 20,750 $5,029 3.91%
2.
Amplify Etf Tr
122,942 $4,248 3.3%
3.
Ark Etf Tr
26,670 $3,223 2.5%
4. VZ 53,677 $3,129 2.43%
5. JPM 20,221 $3,108 2.41%