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) 97

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 97.29%
Healthcare
Services 0%
Technology 0%
Transportation
Utilities 0%

12 INCREASED 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 29,257 3,184 12.21 137,361
POWERSHARES ACTIVE MNG ETF TR S&P500 DWNHDGE 6,795 6,795 New 253,171
WISDOMTREE TR EUROPE HEDGED EQ 3,902 3,902 New 58,596
SELECT SECTOR SPDR TR TECHNOLOGY 3,649 2,183 148.95 83,698
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 2,832 2,832 New 34,572
VANGUARD INDEX FDS S&P 500 ETF SHS 2,348 10 .43 12,025
SELECT SECTOR SPDR TR SBI HEALTHCARE 1,942 372 23.71 25,897
SELECT SECTOR SPDR TR SBI CONS DISCR 1,884 437 30.16 24,488
SELECT SECTOR SPDR TR SBI INT-FINL 1,787 371 26.17 71,900
SELECT SECTOR SPDR TR SBI MATERIALS 1,773 438 32.82 34,682
SELECT SECTOR SPDR TR SBI INT-INDS 1,739 377 27.71 30,560
ISHARES GLB HGH YLD ETF New 10,234