INSTITUTE FOR WEALTH MANAGEMENT, LLC. Information

1776 LINCOLN STREET, DENVER, Colorado, 80203, (877) 572-3500

Report Date: 12/31/2014

Position Statistics

Total Positions 66
New Positions 4
Increased Positions 12
Decreased Positions 54
Positions with Activity 66
Sold Out Positions 40
Total Mkt Value (in $ millions) 95

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 97.37%
Healthcare
Services 0%
Technology 0%
Transportation
Utilities 0%

66 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 28,754 3,129 12.21 137,361
ISHARES TR CORE US AGGBD ET 7,517 -2,075 (21.63) 68,866
POWERSHARES ACTIVE MNG ETF TR S&P500 DWNHDGE 6,456 6,456 New 253,171
VANGUARD INDEX FDS REIT ETF 4,555 -1,537 (25.23) 58,200
WISDOMTREE TR EUROPE HEDGED EQ 3,715 3,715 New 58,596
SELECT SECTOR SPDR TR SBI INT-UTILS 3,659 -370 (9.19) 84,950
SELECT SECTOR SPDR TR TECHNOLOGY 3,545 2,121 148.95 83,698
SELECT SECTOR SPDR TR SBI CONS STPLS 3,524 -50 (1.41) 70,188
ISHARES IBOXX HI YD ETF 3,117 -741 (19.2) 35,687
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 2,749 2,749 New 34,572
FIRST TR EXCH TRD ALPHA FD II JAPAN ALPHADEX 2,501 -499 (16.63) 50,337
VANGUARD INDEX FDS S&P 500 ETF SHS 2,307 10 .43 12,025
POWERSHARES ETF TRUST GBL LSTD PVT EQT 2,260 -637 (21.97) 193,691
ISHARES TR U.S. FINLS ETF 2,226 -552 (19.88) 24,110
ISHARES TR 1-3 YR TR BD ETF 2,171 -524 (19.44) 25,597
ISHARES TR 7-10 Y TR BD ETF 2,134 -1,101 (34.04) 20,161
SELECT SECTOR SPDR TR SBI HEALTHCARE 1,972 378 23.71 25,897
SELECT SECTOR SPDR TR SBI CONS DISCR 1,931 448 30.16 24,488
SELECT SECTOR SPDR TR SBI INT-FINL 1,800 373 26.17 71,900
SPDR DOW JONES INDL AVRG ETF UT SER 1 1,667 -336 (16.77) 9,467


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