INSTITUTE FOR WEALTH MANAGEMENT, LLC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 67
New Positions 6
Increased Positions 16
Decreased Positions 33
Positions with Activity 49
Sold Out Positions 5
Total Mkt Value (in $ millions) 108

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 94.87%
Healthcare
Services 0.1%
Technology 0.01%
Transportation
Utilities 0.01%

67 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ISHARES USA ESG SLCT ETF -7 Sold Out 0
ISHARES TR S&P MC 400VL ETF -152 Sold Out 0
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT -59 Sold Out 0
UNITED STATES NATL GAS FUND LP UNIT PAR $0.001 -72 Sold Out 0
VANGUARD INDEX FDS SM CP VAL ETF -154 Sold Out 0
PROSHARES TR II VIX MDTRM FUTR N 2 -2 (60.94) 25
WISDOMTREE TR JAPN HEDGE EQT 2 New 31
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 3 New 41
ISHARES TR IBOXX INV CP ETF 5 New 46
ISHARES TR US HLTHCARE ETF 9 New 59
ISHARES TR U.S. REAL ES ETF 8 New 97
PG&E CORP COM 6 New 107
MICROSOFT CORP COM 6 New 123
PROSHARES TR SHRT 20+YR TRE 3 -2 (43.05) 127
PROSHARES TR II SHT VIX ST TRM 9 New 128
SPDR SERIES TRUST DJ REIT ETF 12 New 129
ISHARES TR RUS MID-CAP ETF 26 New 156
ISHARES TR RUSSELL 2000 ETF 19 New 157
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 5 New 192
FLEXSHARES TR IBOXX 3R TARGT 5 New 209


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