INSTITUTE FOR WEALTH MANAGEMENT, LLC. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 37
New Positions 10
Increased Positions 18
Decreased Positions 19
Positions with Activity 37
Sold Out Positions 1
Total Mkt Value (in $ millions) 68

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 82.42%
Healthcare
Services
Technology
Transportation
Utilities

1 Sold Out Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ETF SER SOLUTIONS ALPCLONE ALTER -2,550 Sold Out 0


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