Managed by Phoenix Wealth Advisors • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| $32.7M |
| 646.5K |
| 0.00% |
| — |
| 6 | V VYLD — | $31.6M | 623.9K | 0.00% | — |
| 7 | V VYLD — | $29.6M | 583.7K | 0.00% | — |
| 8 | V VYLD — | $23.4M | 462.1K | 0.00% | — |
| 9 | V VYLD — | $23M | 454.9K | 0.00% | — |
| 10 | A AMPY — | $14.1M | 364.5K | 0.00% | — |
| 11 | A AAPL — | $13.4M | 63.6K | 0.00% | — |
| 12 | V VGES — | $13.1M | 210.4K | 0.00% | — |
| 13 | V VGES — | $12.5M | 208.4K | 0.00% | — |
| 14 | I IAU — | $11.9M | 286.1K | 0.00% | — |
| 15 | I IAU — | $11.5M | 278.8K | 0.00% | — |
| 16 | V VGES — | $10.6M | 186.1K | 0.00% | — |
| 17 | M MSFT — | $10.6M | 20.4K | 0.00% | — |
| 18 | I IAU — | $10.4M | 268.7K | 0.00% | — |
| 19 | M MSFT — | $9.8M | 20.3K | 0.00% | — |
| 20 | M MSFT — | $9.7M | 19.5K | 0.00% | — |