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 97.45%
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
ISHARES TR 1-3 YR TR BD ETF 2,168 -523 (19.44) 25,597
ISHARES TR 7-10 Y TR BD ETF 2,170 -1,120 (34.04) 20,161
ALPS ETF TR ALERIAN MLP -90 Sold Out 0
SPDR SERIES TRUST BRCLYS INTL ETF 1,527 -476 (23.76) 28,347
ISHARES TR CMBS ETF 1,575 -581 (26.96) 30,300
FIRST TR ISE WATER INDEX FD COM -8 Sold Out 0
MICROSOFT CORP COM -5 Sold Out 0
PG&E CORP COM -6 Sold Out 0
VERIZON COMMUNICATIONS INC COM -12 Sold Out 0
PIEDMONT OFFICE REALTY TR INC COM CL A -93 Sold Out 0
VANGUARD WORLD FDS CONSUM DIS ETF -165 Sold Out 0
VANGUARD WORLD FDS CONSUM STP ETF -164 Sold Out 0
ISHARES TR CORE S&P MCP ETF -56 Sold Out 0
ISHARES TR CORE US AGGBD ET 7,658 -2,114 (21.63) 68,866
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 2,863 2,863 New 34,572
SPDR SERIES TRUST DJ REIT ETF -12 Sold Out 0
VANGUARD WORLD FDS ENERGY ETF -2,557 Sold Out 0
WISDOMTREE TR EUROPE HEDGED EQ 3,770 3,770 New 58,596
VANGUARD WORLD FDS FINANCIALS ETF -159 Sold Out 0
POWERSHARES ETF TRUST FINL PFD PTFL -8 Sold Out 0


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