INSTITUTE FOR WEALTH MANAGEMENT, LLC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 83
New Positions 6
Increased Positions 18
Decreased Positions 54
Positions with Activity 72
Sold Out Positions 14
Total Mkt Value (in $ millions) 121

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 94.2%
Healthcare 0%
Services 0.1%
Technology 0%
Transportation
Utilities 0%

83 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PROSHARES TR II VIX MDTRM FUTR 2,011 -53 (2.56) 134,414
SPDR SERIES TRUST BRCLYS INTL ETF 1,768 -156 (8.12) 29,154
SPDR DOW JONES INDL AVRG ETF UT SER 1 1,701 -355 (17.26) 10,056
SELECT SECTOR SPDR TR SBI INT-ENERGY 1,447 -25 (1.73) 14,703
SELECT SECTOR SPDR TR TECHNOLOGY 1,420 -2,743 (65.89) 36,482
MARKET VECTORS ETF TR GOLD MINER ETF 1,414 -2,336 (62.29) 51,770
SELECT SECTOR SPDR TR SBI HEALTHCARE 1,404 -46 (3.17) 22,786
SELECT SECTOR SPDR TR SBI INT-INDS 1,357 -26 (1.9) 25,090
SELECT SECTOR SPDR TR SBI CONS DISCR 1,314 -1,989 (60.23) 19,496
ISHARES IBOXX HI YD ETF 562 -36 (5.98) 5,946
VANGUARD WORLD FDS INF TECH ETF 371 -64 (14.66) 3,818
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 316 -45 (12.47) 5,378
ISHARES IBOXX INV CP ETF 230 -20 (8.17) 1,933
ISHARES MBS ETF 219 219 New 2,026
ISHARES 7-10 Y TR BD ETF 218 218 New 2,106
ISHARES TR FLTG RATE BD ETF 216 1 .26 4,245
VANGUARD WORLD FDS ENERGY ETF 200 -33 (14.15) 1,414
VANGUARD WORLD FDS UTILITIES ETF 198 -35 (15.06) 2,110
VANGUARD WORLD FDS HEALTH CAR ETF 194 -35 (15.2) 1,729
VANGUARD WORLD FDS MATERIALS ETF 193 -33 (14.67) 1,733


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