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%

4 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
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
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 2,832 2,832 New 34,572
ISHARES GLB HGH YLD ETF New 10,234


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