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) |
101 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | 0.1% |
| Financial | 97.48% |
| Healthcare | 0.07% |
| Services | 0.24% |
| Technology | 0% |
| Transportation | |
| Utilities | 0.01% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
12 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 4,918 | 4,918 | New | 278,153 |
| POWERSHARES ETF TRUST | FINL PFD PTFL | 3,479 | 3,479 | New | 193,501 |
| SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 3,007 | 3,007 | New | 19,811 |
| ISHARES TR | DJ US HEALTHCR | 2,379 | 2,379 | New | 23,283 |
| FLEXSHARES TR | IBOXX 3R TARGT | 2,114 | 2,114 | New | 84,574 |
| REALTY INCOME CORP | COM | 112 | 112 | New | 2,524 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 79 | 79 | New | 365 |
| SPDR S&P 500 ETF TR | TR UNIT | 78 | 78 | New | 475 |
| ISHARES TR | DJ SEL DIV INX | 76 | 76 | New | 1,160 |
| SPDR SERIES TRUST | BRC HGH YLD BD | 73 | 73 | New | 1,810 |
| JOHNSON & JOHNSON | COM | 73 | 73 | New | 850 |
| ISHARES TR | US PFD STK IDX | 72 | 72 | New | 1,825 |
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