INSTITUTE FOR WEALTH MANAGEMENT, LLC.
1775 SHERMAN STREET, DENVER, Colorado, 80203, (877) 572-3500
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 64 |
| New Positions | 12 |
| Increased Positions | 26 |
| Decreased Positions | 24 |
| Positions with Activity | 50 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
103 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | 0.1% |
| Financial | 97.46% |
| Healthcare | 0.07% |
| Services | 0.27% |
| Technology | 0% |
| Transportation | |
| Utilities | 0.01% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
64 Positions as of 03/31/2013
Company |
Class | Value of Shares ($1,000s) | Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ALCATEL-LUCENT | SPONSORED ADR | New | 7 | ||
| ALPS ETF TR | ALERIAN MLP | 5,026 | 5,026 | New | 278,153 |
| AT&T INC | COM | 4 | New | 112 | |
| BP PLC | SPONSORED ADR | 9 | New | 200 | |
| CENTURYLINK INC | COM | New | 2 | ||
| CHEVRON CORP NEW | COM | 17 | New | 136 | |
| COMCAST CORP NEW | CL A | 1 | New | 22 | |
| CURRENCYSHS JAPANESE YEN TR | JAPANESE YEN | 1,494 | 302 | 25.30 | 15,709 |
| EXXON MOBIL CORP | COM | 74 | New | 800 | |
| FLEXSHARES TR | MORNSTAR UPSTR | 1 | -4,316 | (99.97) | 43 |
| FLEXSHARES TR | IBOXX 3R TARGT | 2,136 | 2,136 | New | 84,574 |
| FRONTIER COMMUNICATIONS CORP | COM | New | 7 | ||
| GENERAL ELECTRIC CO | COM | 17 | New | 699 | |
| ISHARES INC | MSCI JAPAN | 1,513 | -485 | (24.28) | 124,737 |
| ISHARES TR | IBOXX INV CPBD | 3,084 | -678 | (18.02) | 25,821 |
| ISHARES TR | HIGH YLD CORP | 4,189 | -616 | (12.82) | 44,029 |
| ISHARES TR | DJ US HEALTHCR | 2,405 | 2,405 | New | 23,283 |
| ISHARES TR | CONS GOODS IDX | 41 | -781 | (94.96) | 463 |
| ISHARES TR | BARCLYS TIPS BD | 16 | -2,615 | (99.41) | 132 |
| ISHARES TR | MSCI EAFE INDEX | 324 | 151 | 86.71 | 5,157 |
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