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Malcolm Migel

@Phoenix Wealth Advisors

Latest period2024 - Q4ReportedManaged Assets$230.563MTotal holdings120
Assets growth rate7.04%Assets growth rate (2-Q avg)7.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Phoenix Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Phoenix Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 230.563M in assets, with a quarterly growth rate of 7.04% and a 2-quarter average growth rate of 7.59%. The portfolio is managed by Malcolm Migel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARTYIshares Tr
Recent Activity
Increased 0.09%
0.38%
$866,622
23,378 shares@ $37.07 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -63.17%
0.38%
$861,539
22,956 shares@ $37.54 avg price
SBIOAlps Etf Tr
Recent Activity
Decreased -0.01%
0.38%
$861,158
26,072 shares@ $33.03 avg price
TBLUManaged Portfolio Series
Recent Activity
Increased 0.03%
0.38%
$855,017
18,221 shares@ $46.93 avg price
BOTZGlobal X Fds
Recent Activity
Increased 0.24%
0.37%
$844,247
26,424 shares@ $31.96 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -61.41%
0.37%
$835,681
1,652 shares@ $505.87 avg price
CGWInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.27%
0.36%
$825,954
15,239 shares@ $54.21 avg price
BUGGlobal X Fds
Recent Activity
Decreased -0.1%
0.35%
$804,528
25,071 shares@ $32.09 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -64.78%
0.34%
$775,691
3,651 shares@ $212.46 avg price
ORCLOracle Corp
Recent Activity
Increased 0.48%
0.33%
$745,714
4,475 shares@ $166.64 avg price