INSTITUTE FOR WEALTH MANAGEMENT, LLC.
1775 SHERMAN STREET, DENVER, Colorado, 80203, (877) 572-3500
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 64 |
| New Positions | 12 |
| Increased Positions | 26 |
| Decreased Positions | 24 |
| Positions with Activity | 50 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
103 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | 0.1% |
| Financial | 97.46% |
| Healthcare | 0.07% |
| Services | 0.27% |
| Technology | 0% |
| Transportation | |
| Utilities | 0.01% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
26 INCREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 1000 | 9,388 | 1,674 | 21.70 | 101,086 |
| POWERSHARES ETF TRUST | GBL LSTD PVT EQT | 8,991 | 8,985 | 154,924.34 | 758,069 |
| ISHARES TR | RUSSELL MIDCAP | 7,714 | 4,442 | 135.77 | 57,018 |
| ISHARES TR | RUSSELL 2000 | 5,924 | 2,668 | 81.91 | 59,808 |
| ALPS ETF TR | ALERIAN MLP | 4,951 | 4,951 | New | 278,153 |
| ISHARES TR | DJ US FINL SEC | 3,963 | 1,994 | 101.29 | 53,684 |
| POWERSHARES ETF TRUST | FINL PFD PTFL | 3,611 | 3,611 | New | 193,501 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 3,187 | 963 | 43.28 | 98,964 |
| SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 3,034 | 3,034 | New | 19,811 |
| ISHARES TR | DJ US HEALTHCR | 2,400 | 2,400 | New | 23,283 |
| FLEXSHARES TR | IBOXX 3R TARGT | 2,141 | 2,141 | New | 84,574 |
| CURRENCYSHS JAPANESE YEN TR | JAPANESE YEN | 1,490 | 301 | 25.30 | 15,709 |
| PROSHARES TR II | ULT VIX S/T ETF | 1,383 | 765 | 123.90 | 244,785 |
| ISHARES TR | MSCI EAFE INDEX | 325 | 151 | 86.71 | 5,157 |
| REALTY INCOME CORP | COM | 139 | 139 | New | 2,524 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 81 | 81 | New | 365 |
| SPDR S&P 500 ETF TR | TR UNIT | 79 | 79 | New | 475 |
| ISHARES TR | DJ SEL DIV INX | 78 | 78 | New | 1,160 |
| SPDR SERIES TRUST | BRC HGH YLD BD | 75 | 75 | New | 1,810 |
| JOHNSON & JOHNSON | COM | 75 | 75 | New | 850 |
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