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) 96

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 97.36%
Healthcare
Services 0%
Technology 0%
Transportation
Utilities 0%

66 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ALPS ETF TR VELOSH VOLA HDGD -8,700 Sold Out 0
ALPS ETF TR ALERIAN MLP -91 Sold Out 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN -3 Sold Out 0
FIRST TR EXCHANGE TRADED FD NAS CLNEDG GREEN -11 Sold Out 0
FIRST TR EXCNGE TRD ALPHADEX SML CAP VAL AL -2,720 Sold Out 0
FIRST TR ISE WATER INDEX FD COM -7 Sold Out 0
FLEXSHARES TR IBOXX 3R TARGT -5 Sold Out 0
ISHARES MBS ETF -42 Sold Out 0
ISHARES MSCI KLD400 SOC -20 Sold Out 0
ISHARES MSCI JAPAN ETF -4 Sold Out 0
ISHARES SILVER TRUST ISHARES -153 Sold Out 0
ISHARES TR RUSSELL 2000 ETF -19 Sold Out 0
ISHARES TR U.S. REAL ES ETF -7 Sold Out 0
ISHARES TR RUS MID-CAP ETF -27 Sold Out 0
ISHARES TR MSCI EMG MKT ETF -3,419 Sold Out 0
ISHARES TR IBOXX INV CP ETF -5 Sold Out 0
ISHARES TR CORE S&P MCP ETF -56 Sold Out 0
ISHARES TR RUS 1000 ETF -30 Sold Out 0
ISHARES TR US HLTHCARE ETF -9 Sold Out 0
ISHARES TR MSCI EAFE ETF -3,955 Sold Out 0


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